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 | $36,229 | $63,346-42.8% | $92,233-60.7% | $70,131-48.3% |
| Participation rate | 67.4% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.1pp |
| Annual return | 18.10% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,894 | $2,471+17.1% | $3,679-21.3% | $2,342+23.5% |
| Participant deferral / active EE | $2,327 | $2,854-18.5% | $3,897-40.3% | $3,332-30.2% |
| Admin fee / account holder | $1,897 | $3,840-50.6% | $5,194-63.5% | $4,645-59.2% |