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 | $47,769 | $84,233-43.3% | $170,442-72.0% | $70,131-31.9% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 21.96% | 23.06%-1.1pp | 205.93%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $3,234 | $3,387-4.5% | $5,433-40.5% | $2,342+38.1% |
| Participant deferral / active EE | $4,299 | $3,086+39.3% | $4,939-13.0% | $3,332+29.0% |
| Admin fee / account holder | $1,969 | $5,698-65.4% | $13,880-85.8% | $4,645-57.6% |