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 | $29,024 | $55,706-47.9% | $75,886-61.8% | $72,985-60.2% |
| Participation rate | 67.7% | 61.1%+6.6pp | 69.3%-1.5pp | 69.5%-1.7pp |
| Annual return | 27.80% | 27.59%+0.2pp | 30.76%-3.0pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,485 | $1,687+47.4% | $2,500-0.6% | $2,440+1.9% |
| Participant deferral / active EE | $3,893 | $2,634+47.8% | $3,603+8.1% | $3,607+7.9% |
| Admin fee / account holder | $3,310 | $3,978-16.8% | $5,418-38.9% | $5,124-35.4% |