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 | $48,882 | $70,428-30.6% | $96,562-49.4% | $85,850-43.1% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 13.76% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,089 | $1,413+118.6% | $2,356+31.1% | $2,565+20.4% |
| Participant deferral / active EE | $2,179 | $2,894-24.7% | $3,849-43.4% | $3,952-44.9% |
| Admin fee / account holder | $564 | $4,997-88.7% | $6,181-90.9% | $6,260-91.0% |