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 | $29,442 | $165,335-82.2% | $149,696-80.3% | $158,922-81.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 20.74% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,518 | $5,103-50.7% | $4,644-45.8% | $4,761-47.1% |
| Participant deferral / active EE | $7,011 | $7,181-2.4% | $6,842+2.5% | $5,982+17.2% |
| Admin fee / account holder | $4,619 | $10,807-57.3% | $9,309-50.4% | $11,246-58.9% |