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 | $50,314 | $74,927-32.8% | $101,794-50.6% | $84,808-40.7% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.2%-0.7pp | 68.3%+0.2pp |
| Annual return | 29.17% | 18.70%+10.5pp | 30.53%-1.4pp | 40.90%-11.7pp |
| Employer contribution / active EE | $2,495 | $1,522+63.9% | $2,289+9.0% | $2,631-5.2% |
| Participant deferral / active EE | $3,196 | $3,099+3.1% | $4,084-21.7% | $4,212-24.1% |
| Admin fee / account holder | $10,821 | $6,514+66.1% | $8,777+23.3% | $7,344+47.3% |