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 | $52,124 | $100,923-48.4% | $150,045-65.3% | $74,304-29.9% |
| Participation rate | 65.3% | 70.1%-4.8pp | 82.3%-17.1pp | 60.3%+4.9pp |
| Annual return | 23.36% | 51.77%-28.4pp | 62.55%-39.2pp | 29.43%-6.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,693 | $6,709+29.6% | $7,997+8.7% | $3,767+130.7% |
| Admin fee / account holder | $6,534 | $2,767+136.1% | $13,435-51.4% | $2,969+120.1% |