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 | $56,894 | $85,766-33.7% | $136,294-58.3% | $70,131-18.9% |
| Participation rate | 64.7% | 74.2%-9.4pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 19.47% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,286 | $2,966-22.9% | $4,695-51.3% | $2,342-2.4% |
| Participant deferral / active EE | $5,910 | $5,051+17.0% | $6,247-5.4% | $3,332+77.4% |
| Admin fee / account holder | $1,875 | $5,420-65.4% | $9,243-79.7% | $4,645-59.6% |