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 | $35,350 | $82,882-57.3% | $127,761-72.3% | $72,985-51.6% |
| Participation rate | 61.3% | 71.5%-10.2pp | 79.0%-17.7pp | 69.5%-8.2pp |
| Annual return | 23.42% | 32.20%-8.8pp | 26.14%-2.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,445 | $3,346-26.9% | $4,574-46.5% | $2,440+0.2% |
| Participant deferral / active EE | $3,726 | $4,791-22.2% | $6,021-38.1% | $3,607+3.3% |
| Admin fee / account holder | $2,100 | $6,487-67.6% | $9,395-77.6% | $5,124-59.0% |