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 | $56,768 | $85,202-33.4% | $172,739-67.1% | $72,985-22.2% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 20.89% | 27.32%-6.4pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,873 | $3,324-43.7% | $5,143-63.6% | $2,440-23.3% |
| Participant deferral / active EE | $2,929 | $3,260-10.2% | $5,198-43.7% | $3,607-18.8% |
| Admin fee / account holder | $4,830 | $5,884-17.9% | $13,954-65.4% | $5,124-5.7% |