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 | $49,966 | $68,719-27.3% | $91,541-45.4% | $84,808-41.1% |
| Participation rate | 57.5% | 64.5%-7.0pp | 69.8%-12.3pp | 68.3%-10.8pp |
| Annual return | 20.38% | 19.12%+1.3pp | 20.50%-0.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,402 | $1,920+25.1% | $2,505-4.1% | $2,631-8.7% |
| Participant deferral / active EE | $4,927 | $3,136+57.1% | $4,008+22.9% | $4,212+17.0% |
| Admin fee / account holder | $4,159 | $5,786-28.1% | $6,956-40.2% | $7,344-43.4% |