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 | $63,526 | $115,882-45.2% | $100,516-36.8% | $158,922-60.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 23.59% | 34.79%-11.2pp | 30.89%-7.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,182 | $4,103-46.8% | $3,418-36.2% | $4,761-54.2% |
| Participant deferral / active EE | $8,374 | $6,674+25.5% | $6,270+33.6% | $5,982+40.0% |
| Admin fee / account holder | $892 | $10,995-91.9% | $8,081-89.0% | $11,246-92.1% |