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 | $64,370 | $65,395-1.6% | $182,532-64.7% | $72,985-11.8% |
| Participation rate | 68.6% | 65.4%+3.1pp | 78.0%-9.4pp | 69.5%-0.9pp |
| Annual return | 25.07% | 27.68%-2.6pp | 148.54%-123.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $851 | $1,911-55.5% | $4,076-79.1% | $2,440-65.1% |
| Participant deferral / active EE | $5,012 | $3,563+40.7% | $5,524-9.3% | $3,607+38.9% |
| Admin fee / account holder | $8,982 | $4,245+111.6% | $8,592+4.5% | $5,124+75.3% |