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 | $63,719 | $77,899-18.2% | $149,673-57.4% | $75,163-15.2% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 24.41% | 31.72%-7.3pp | 134.42%-110.0pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,073 | $3,137-2.1% | $4,818-36.2% | $2,670+15.1% |
| Participant deferral / active EE | $6,727 | $3,411+97.2% | $5,680+18.4% | $4,125+63.1% |
| Admin fee / account holder | $499 | $5,956-91.6% | $13,210-96.2% | $5,651-91.2% |