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 | $49,420 | $79,944-38.2% | $98,439-49.8% | $75,163-34.3% |
| Participation rate | 67.7% | 70.4%-2.6pp | 75.2%-7.4pp | 67.2%+0.6pp |
| Annual return | 15.83% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $9,305 | $2,264+311.0% | $3,048+205.3% | $2,670+248.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,944 | $6,840-71.6% | $8,948-78.3% | $5,651-65.6% |