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 | $50,840 | $89,753-43.4% | $107,525-52.7% | $84,808-40.1% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,799 | $3,113-10.1% | $3,754-25.4% | $2,631+6.4% |
| Participant deferral / active EE | $5,682 | $4,056+40.1% | $5,116+11.1% | $4,212+34.9% |
| Admin fee / account holder | $1,702 | $7,222-76.4% | $8,919-80.9% | $7,344-76.8% |