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 | $44,627 | $64,324-30.6% | $118,925-62.5% | $79,858-44.1% |
| Participation rate | 67.4% | 64.9%+2.5pp | 75.4%-8.0pp | 69.6%-2.3pp |
| Annual return | 12.91% | 86.45%-73.5pp | 35.88%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $959 | $1,836-47.8% | $3,263-70.6% | $2,471-61.2% |
| Participant deferral / active EE | $3,258 | $2,824+15.4% | $4,265-23.6% | $3,740-12.9% |
| Admin fee / account holder | $3,361 | $4,040-16.8% | $6,581-48.9% | $5,306-36.7% |