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 | $56,774 | $65,041-12.7% | $90,951-37.6% | $79,858-28.9% |
| Participation rate | 58.5% | 61.6%-3.1pp | 69.0%-10.5pp | 69.6%-11.1pp |
| Annual return | 17.33% | 30.45%-13.1pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,624 | $1,247+30.2% | $2,122-23.5% | $2,471-34.3% |
| Participant deferral / active EE | $4,072 | $2,512+62.1% | $3,373+20.7% | $3,740+8.9% |
| Admin fee / account holder | $1,946 | $4,536-57.1% | $5,959-67.3% | $5,306-63.3% |