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 | $25,457 | $48,046-47.0% | $84,611-69.9% | $72,985-65.1% |
| Participation rate | 67.3% | 57.6%+9.8pp | 68.2%-0.9pp | 69.5%-2.1pp |
| Annual return | 20.75% | 37.38%-16.6pp | 258.74%-238.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,223 | $1,602-23.7% | $2,652-53.9% | $2,440-49.9% |
| Participant deferral / active EE | $2,898 | $2,680+8.1% | $3,899-25.7% | $3,607-19.7% |
| Admin fee / account holder | $3,269 | $3,395-3.7% | $4,912-33.5% | $5,124-36.2% |