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 | $31,025 | $65,365-52.5% | $92,893-66.6% | $72,985-57.5% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.8pp |
| Annual return | 21.90% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,451 | $2,594-44.1% | $3,653-60.3% | $2,440-40.5% |
| Participant deferral / active EE | $3,267 | $3,128+4.4% | $4,236-22.9% | $3,607-9.4% |
| Admin fee / account holder | $5,904 | $4,251+38.9% | $5,794+1.9% | $5,124+15.2% |