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 | $48,628 | $88,672-45.2% | $105,223-53.8% | $82,448-41.0% |
| Participation rate | 63.4% | 67.9%-4.5pp | 75.0%-11.6pp | 68.1%-4.7pp |
| Annual return | 18.07% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,086 | $3,048-64.4% | $3,689-70.6% | $2,551-57.4% |
| Participant deferral / active EE | $5,262 | $4,036+30.4% | $5,072+3.7% | $4,139+27.1% |
| Admin fee / account holder | $843 | $7,146-88.2% | $8,859-90.5% | $7,234-88.4% |