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 | $47,875 | $80,968-40.9% | $96,544-50.4% | $75,163-36.3% |
| Participation rate | 66.3% | 71.8%-5.5pp | 76.0%-9.7pp | 67.2%-0.9pp |
| Annual return | 39.18% | 27.06%+12.1pp | 25.84%+13.3pp | 160.62%-121.4pp |
| Employer contribution / active EE | $2,450 | $2,282+7.4% | $2,965-17.4% | $2,670-8.3% |
| Participant deferral / active EE | $4,982 | $3,928+26.8% | $4,851+2.7% | $4,125+20.8% |
| Admin fee / account holder | $6,351 | $6,724-5.6% | $8,252-23.0% | $5,651+12.4% |