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 | $29,331 | $165,335-82.3% | $149,696-80.4% | $158,922-81.5% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 11.90% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $6,726 | $5,103+31.8% | $4,644+44.8% | $4,761+41.3% |
| Participant deferral / active EE | $3,622 | $7,181-49.6% | $6,842-47.1% | $5,982-39.4% |
| Admin fee / account holder | $5,407 | $10,807-50.0% | $9,309-41.9% | $11,246-51.9% |