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 | $41,908 | $57,541-27.2% | $95,745-56.2% | $75,163-44.2% |
| Participation rate | 62.3% | 62.5%-0.2pp | 72.3%-9.9pp | 67.2%-4.9pp |
| Annual return | 17.30% | 34.93%-17.6pp | 28.35%-11.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,119 | $1,808+17.2% | $2,835-25.3% | $2,670-20.6% |
| Participant deferral / active EE | $5,160 | $3,074+67.9% | $4,245+21.6% | $4,125+25.1% |
| Admin fee / account holder | $14,310 | $4,099+249.2% | $5,678+152.0% | $5,651+153.2% |