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 | $51,772 | $52,279-1.0% | $89,391-42.1% | $79,858-35.2% |
| Participation rate | 65.5% | 57.5%+8.0pp | 68.0%-2.5pp | 69.6%-4.1pp |
| Annual return | 18.91% | 22.16%-3.3pp | 245.62%-226.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,354 | $1,572-13.8% | $2,586-47.6% | $2,471-45.2% |
| Participant deferral / active EE | $1,687 | $2,740-38.4% | $3,890-56.6% | $3,740-54.9% |
| Admin fee / account holder | $4,199 | $3,356+25.1% | $4,881-14.0% | $5,306-20.9% |