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 | $54,076 | $54,705-1.2% | $71,209-24.1% | $84,808-36.2% |
| Participation rate | 63.2% | 64.1%-0.9pp | 73.8%-10.6pp | 68.3%-5.2pp |
| Annual return | 16.29% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,411 | $2,158-34.6% | $2,721-48.2% | $2,631-46.4% |
| Participant deferral / active EE | $4,570 | $3,030+50.8% | $4,175+9.5% | $4,212+8.5% |
| Admin fee / account holder | $6,221 | $4,863+27.9% | $5,349+16.3% | $7,344-15.3% |