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 | $64,854 | $78,422-17.3% | $95,952-32.4% | $79,858-18.8% |
| Participation rate | 65.2% | 73.5%-8.3pp | 77.1%-11.9pp | 69.6%-4.4pp |
| Annual return | 21.52% | 19.37%+2.1pp | 91.61%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,523 | $1,945-21.7% | $2,541-40.1% | $2,471-38.4% |
| Participant deferral / active EE | $5,219 | $3,440+51.7% | $4,167+25.2% | $3,740+39.5% |
| Admin fee / account holder | $2,626 | $5,622-53.3% | $6,795-61.4% | $5,306-50.5% |