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 | $51,935 | $76,367-32.0% | $93,606-44.5% | $72,985-28.8% |
| Participation rate | 65.5% | 71.7%-6.2pp | 75.8%-10.3pp | 69.5%-4.0pp |
| Annual return | 27.95% | 25.82%+2.1pp | 32.76%-4.8pp | 81.00%-53.1pp |
| Employer contribution / active EE | $2,656 | $2,275+16.7% | $2,718-2.3% | $2,440+8.9% |
| Participant deferral / active EE | $3,735 | $3,538+5.6% | $4,069-8.2% | $3,607+3.5% |
| Admin fee / account holder | $10,132 | $6,838+48.2% | $7,888+28.4% | $5,124+97.7% |