See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,413 | $85,766-45.9% | $136,294-65.9% | $70,131-33.8% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 18.59% | 31.45%-12.9pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,521 | $2,966-15.0% | $4,695-46.3% | $2,342+7.6% |
| Participant deferral / active EE | $4,446 | $5,051-12.0% | $6,247-28.8% | $3,332+33.4% |
| Admin fee / account holder | $573 | $5,420-89.4% | $9,243-93.8% | $4,645-87.7% |