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 | $52,979 | $58,234-9.0% | $81,783-35.2% | $80,874-34.5% |
| Participation rate | 59.4% | 63.4%-4.1pp | 72.4%-13.0pp | 67.6%-8.3pp |
| Annual return | 10.93% | 41.70%-30.8pp | 775.05%-764.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,541 | $2,341+8.5% | $2,913-12.7% | $2,756-7.8% |
| Participant deferral / active EE | $3,300 | $3,283+0.5% | $4,320-23.6% | $4,297-23.2% |
| Admin fee / account holder | $7,549 | $4,982+51.5% | $7,380+2.3% | $6,935+8.8% |