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 | $73,787-31.8% | $98,716-49.0% | $82,448-39.0% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.3%-0.8pp | 68.1%+0.4pp |
| Annual return | 29.17% | 18.57%+10.6pp | 31.81%-2.6pp | 41.64%-12.5pp |
| Employer contribution / active EE | $2,495 | $1,511+65.1% | $2,279+9.5% | $2,551-2.2% |
| Participant deferral / active EE | $3,196 | $3,081+3.7% | $4,048-21.0% | $4,139-22.8% |
| Admin fee / account holder | $10,821 | $6,500+66.5% | $8,703+24.3% | $7,234+49.6% |