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 | $48,166 | $71,050-32.2% | $93,606-48.5% | $80,856-40.4% |
| Participation rate | 63.9% | 60.4%+3.5pp | 68.7%-4.8pp | 67.6%-3.7pp |
| Annual return | 20.93% | 11.26%+9.7pp | 133.20%-112.3pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,160 | $1,564-25.8% | $2,420-52.0% | $2,755-57.9% |
| Participant deferral / active EE | $5,055 | $4,034+25.3% | $4,411+14.6% | $4,296+17.7% |
| Admin fee / account holder | $1,417 | $6,945-79.6% | $8,285-82.9% | $6,918-79.5% |