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 | $66,484 | $91,552-27.4% | $133,956-50.4% | $79,858-16.7% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | 10.60% | 61.85%-51.2pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,860 | $2,384+20.0% | $3,919-27.0% | $2,471+15.7% |
| Participant deferral / active EE | $8,870 | $3,733+137.6% | $5,048+75.7% | $3,740+137.2% |
| Admin fee / account holder | $12,297 | $6,321+94.5% | $8,927+37.7% | $5,306+131.7% |