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 | $30,224 | $50,082-39.7% | $93,406-67.6% | $79,858-62.2% |
| Participation rate | 69.4% | 60.9%+8.5pp | 66.8%+2.6pp | 69.6%-0.2pp |
| Annual return | 21.52% | 24.59%-3.1pp | 78.05%-56.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,582 | $1,303+98.2% | $2,075+24.5% | $2,471+4.5% |
| Participant deferral / active EE | $4,249 | $2,212+92.0% | $3,126+35.9% | $3,740+13.6% |
| Admin fee / account holder | $511 | $3,454-85.2% | $5,230-90.2% | $5,306-90.4% |