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 | $33,055 | $56,114-41.1% | $96,139-65.6% | $85,850-61.5% |
| Participation rate | 63.3% | 56.7%+6.6pp | 68.4%-5.1pp | 69.3%-6.0pp |
| Annual return | 15.04% | 42.30%-27.3pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,226 | $1,620-24.3% | $2,797-56.2% | $2,565-52.2% |
| Participant deferral / active EE | $4,157 | $2,859+45.4% | $4,349-4.4% | $3,952+5.2% |
| Admin fee / account holder | $1,019 | $3,768-73.0% | $5,537-81.6% | $6,260-83.7% |