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 | $40,165 | $63,861-37.1% | $104,607-61.6% | $79,858-49.7% |
| Participation rate | 63.3% | 64.9%-1.7pp | 74.1%-10.8pp | 69.6%-6.4pp |
| Annual return | 14.10% | 21.30%-7.2pp | 340.46%-326.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,952 | $1,588+22.9% | $2,681-27.2% | $2,471-21.0% |
| Participant deferral / active EE | $2,396 | $2,693-11.0% | $3,740-35.9% | $3,740-35.9% |
| Admin fee / account holder | $3,010 | $4,185-28.1% | $6,473-53.5% | $5,306-43.3% |