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 | $36,720 | $54,762-32.9% | $90,281-59.3% | $72,985-49.7% |
| Participation rate | 62.6% | 65.1%-2.5pp | 73.3%-10.6pp | 69.5%-6.8pp |
| Annual return | 41.08% | 30.63%+10.5pp | 78.10%-37.0pp | 81.00%-39.9pp |
| Employer contribution / active EE | $2,221 | $2,092+6.1% | $2,854-22.2% | $2,440-9.0% |
| Participant deferral / active EE | $4,515 | $2,887+56.4% | $3,885+16.2% | $3,607+25.2% |
| Admin fee / account holder | $2,693 | $3,972-32.2% | $5,351-49.7% | $5,124-47.5% |