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 | $49,190 | $46,553+5.7% | $64,056-23.2% | $75,163-34.6% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.7pp | 67.2%-11.6pp |
| Annual return | 22.54% | 26.03%-3.5pp | 33.69%-11.1pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,378 | $1,974+20.5% | $2,747-13.4% | $2,670-10.9% |
| Participant deferral / active EE | $3,098 | $2,837+9.2% | $3,880-20.2% | $4,125-24.9% |
| Admin fee / account holder | $2,488 | $2,952-15.7% | $3,068-18.9% | $5,651-56.0% |