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 | $61,024 | $88,672-31.2% | $105,223-42.0% | $82,448-26.0% |
| Participation rate | 66.3% | 67.9%-1.6pp | 75.0%-8.7pp | 68.1%-1.8pp |
| Annual return | 18.26% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,227 | $3,048+5.9% | $3,689-12.5% | $2,551+26.5% |
| Participant deferral / active EE | $3,082 | $4,036-23.6% | $5,072-39.2% | $4,139-25.5% |
| Admin fee / account holder | $5,364 | $7,146-24.9% | $8,859-39.4% | $7,234-25.9% |