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 | $44,317 | $53,516-17.2% | $126,539-65.0% | $84,808-47.7% |
| Participation rate | 54.5% | 58.2%-3.7pp | 69.8%-15.3pp | 68.3%-13.8pp |
| Annual return | 19.83% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,733 | $1,535+12.9% | $3,674-52.8% | $2,631-34.1% |
| Participant deferral / active EE | $2,708 | $2,671+1.4% | $4,083-33.7% | $4,212-35.7% |
| Admin fee / account holder | $5,684 | $4,497+26.4% | $6,065-6.3% | $7,344-22.6% |