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 3-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 | $51,717 | $89,753-42.4% | $107,525-51.9% | $84,808-39.0% |
| Participation rate | 68.5% | 68.1%+0.4pp | 75.1%-6.6pp | 68.3%+0.2pp |
| Annual return | 15.63% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,640 | $3,113-15.2% | $3,754-29.7% | $2,631+0.3% |
| Participant deferral / active EE | $4,460 | $4,056+10.0% | $5,116-12.8% | $4,212+5.9% |
| Admin fee / account holder | $629 | $7,222-91.3% | $8,919-92.9% | $7,344-91.4% |