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 | $48,572 | $48,364+0.4% | $71,796-32.3% | $62,891-22.8% |
| Participation rate | 60.7% | 60.6%+0.1pp | 69.1%-8.4pp | 69.3%-8.6pp |
| Annual return | 10.96% | 13.16%-2.2pp | 78.04%-67.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,783 | $1,042+71.2% | $1,924-7.3% | $2,281-21.8% |
| Participant deferral / active EE | $2,775 | $2,091+32.7% | $2,794-0.7% | $3,203-13.4% |
| Admin fee / account holder | $496 | $3,771-86.9% | $4,815-89.7% | $4,296-88.5% |