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 | $45,658 | $99,957-54.3% | $149,696-69.5% | $73,488-37.9% |
| Participation rate | 68.6% | 75.7%-7.1pp | 82.5%-13.8pp | 70.7%-2.1pp |
| Annual return | 24.68% | 53.87%-29.2pp | 276.60%-251.9pp | 28.51%-3.8pp |
| Employer contribution / active EE | $2,564 | $3,191-19.6% | $4,644-44.8% | $2,270+13.0% |
| Participant deferral / active EE | $9,902 | $6,073+63.1% | $6,842+44.7% | $3,740+164.8% |
| Admin fee / account holder | $4,386 | $551+696.5% | $9,309-52.9% | $513+755.0% |