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 | $53,244 | $80,968-34.2% | $96,544-44.8% | $75,163-29.2% |
| Participation rate | 64.4% | 71.8%-7.4pp | 76.0%-11.6pp | 67.2%-2.8pp |
| Annual return | 17.41% | 27.06%-9.7pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,458 | $2,282-36.1% | $2,965-50.8% | $2,670-45.4% |
| Participant deferral / active EE | $3,211 | $3,928-18.2% | $4,851-33.8% | $4,125-22.1% |
| Admin fee / account holder | $11,264 | $6,724+67.5% | $8,252+36.5% | $5,651+99.3% |