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 | $50,247 | $93,571-46.3% | $135,903-63.0% | $75,163-33.1% |
| Participation rate | 69.1% | 75.2%-6.0pp | 81.9%-12.8pp | 67.2%+1.9pp |
| Annual return | 16.34% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,332 | $3,537-34.1% | $4,856-52.0% | $2,670-12.7% |
| Participant deferral / active EE | $4,375 | $6,404-31.7% | $7,758-43.6% | $4,125+6.1% |
| Admin fee / account holder | $4,659 | $6,975-33.2% | $10,762-56.7% | $5,651-17.5% |