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 | $67,649 | $63,703+6.2% | $93,063-27.3% | $82,448-17.9% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.8pp | 68.1%-9.7pp |
| Annual return | 14.73% | -775.43%+790.2pp | 34.15%-19.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,352 | $1,729+93.9% | $2,476+35.4% | $2,551+31.4% |
| Participant deferral / active EE | $3,353 | $2,919+14.9% | $3,958-15.3% | $4,139-19.0% |
| Admin fee / account holder | $2,183 | $5,982-63.5% | $6,033-63.8% | $7,234-69.8% |