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 | $55,040 | $80,717-31.8% | $154,803-64.4% | $84,808-35.1% |
| Participation rate | 68.6% | 66.8%+1.8pp | 78.1%-9.5pp | 68.3%+0.3pp |
| Annual return | 27.35% | 37.96%-10.6pp | 58.88%-31.5pp | 40.90%-13.5pp |
| Employer contribution / active EE | $5,601 | $2,761+102.8% | $4,305+30.1% | $2,631+112.9% |
| Participant deferral / active EE | $8,620 | $3,303+160.9% | $5,540+55.6% | $4,212+104.7% |
| Admin fee / account holder | $1,902 | $6,746-71.8% | $14,329-86.7% | $7,344-74.1% |