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 | $49,068 | $59,839-18.0% | $81,983-40.1% | $79,858-38.6% |
| Participation rate | 42.9% | 61.6%-18.8pp | 69.2%-26.4pp | 69.6%-26.8pp |
| Annual return | 17.80% | 17.56%+0.2pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,656 | $1,713+55.0% | $2,498+6.3% | $2,471+7.5% |
| Participant deferral / active EE | $3,987 | $2,695+47.9% | $3,722+7.1% | $3,740+6.6% |
| Admin fee / account holder | $1,495 | $4,287-65.1% | $5,664-73.6% | $5,306-71.8% |