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 | $67,894-26.4% | $89,340-44.1% | $82,448-39.4% |
| Participation rate | 57.5% | 64.0%-6.5pp | 69.6%-12.1pp | 68.1%-10.6pp |
| Annual return | 20.38% | 19.21%+1.2pp | 20.57%-0.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,402 | $1,828+31.4% | $2,231+7.7% | $2,551-5.8% |
| Participant deferral / active EE | $4,927 | $3,072+60.3% | $3,823+28.9% | $4,139+19.0% |
| Admin fee / account holder | $4,159 | $5,723-27.3% | $6,704-38.0% | $7,234-42.5% |