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 | $48,028 | $89,753-46.5% | $107,525-55.3% | $84,808-43.4% |
| Participation rate | 68.8% | 68.1%+0.7pp | 75.1%-6.3pp | 68.3%+0.4pp |
| Annual return | 17.66% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,455 | $3,113-21.1% | $3,754-34.6% | $2,631-6.7% |
| Participant deferral / active EE | $4,220 | $4,056+4.0% | $5,116-17.5% | $4,212+0.2% |
| Admin fee / account holder | $3,904 | $7,222-45.9% | $8,919-56.2% | $7,344-46.8% |