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 | $39,806 | $60,022-33.7% | $88,946-55.2% | $84,808-53.1% |
| Participation rate | 68.0% | 57.8%+10.2pp | 68.8%-0.8pp | 68.3%-0.3pp |
| Annual return | 18.35% | 22.43%-4.1pp | 57.82%-39.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,211 | $1,703+29.9% | $2,555-13.5% | $2,631-16.0% |
| Participant deferral / active EE | $4,014 | $3,114+28.9% | $4,581-12.4% | $4,212-4.7% |
| Admin fee / account holder | $311 | $4,811-93.5% | $8,261-96.2% | $7,344-95.8% |