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 | $54,265 | $65,365-17.0% | $92,893-41.6% | $72,985-25.6% |
| Participation rate | 50.8% | 68.3%-17.5pp | 76.0%-25.2pp | 69.5%-18.6pp |
| Annual return | 25.56% | 42.10%-16.5pp | 109.41%-83.9pp | 81.00%-55.4pp |
| Employer contribution / active EE | $4,985 | $2,594+92.2% | $3,653+36.5% | $2,440+104.3% |
| Participant deferral / active EE | $2,189 | $3,128-30.0% | $4,236-48.3% | $3,607-39.3% |
| Admin fee / account holder | $966 | $4,251-77.3% | $5,794-83.3% | $5,124-81.2% |