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 | $52,348 | $81,208-35.5% | $98,907-47.1% | $79,858-34.4% |
| Participation rate | 67.9% | 72.5%-4.6pp | 76.0%-8.2pp | 69.6%-1.8pp |
| Annual return | 21.25% | 60.99%-39.7pp | 196.43%-175.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,668 | $1,960-14.9% | $2,689-38.0% | $2,471-32.5% |
| Participant deferral / active EE | $3,317 | $3,265+1.6% | $4,244-21.8% | $3,740-11.3% |
| Admin fee / account holder | $2,099 | $6,013-65.1% | $6,642-68.4% | $5,306-60.4% |