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 | $39,702 | $45,073-11.9% | $69,455-42.8% | $72,985-45.6% |
| Participation rate | 53.7% | 68.5%-14.8pp | 74.6%-20.9pp | 69.5%-15.8pp |
| Annual return | 35.12% | 22.65%+12.5pp | 28.97%+6.2pp | 81.00%-45.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,605 | $2,602+115.5% | $3,535+58.5% | $3,607+55.4% |
| Admin fee / account holder | $4,778 | $3,056+56.4% | $3,839+24.4% | $5,124-6.8% |