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 | $37,711 | $106,515-64.6% | $96,683-61.0% | $139,434-73.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.60% | 38.43%-15.8pp | 35.69%-13.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,806 | $4,103-7.2% | $3,737+1.9% | $4,751-19.9% |
| Participant deferral / active EE | $5,402 | $5,454-1.0% | $4,878+10.7% | $6,710-19.5% |
| Admin fee / account holder | $8,693 | $7,877+10.4% | $6,730+29.2% | $11,403-23.8% |