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 | $49,878 | $26,194+90.4% | - | $79,858-37.5% |
| Participation rate | 42.5% | 49.4%-6.9pp | - | 69.6%-27.1pp |
| Annual return | 21.31% | 42.01%-20.7pp | - | 31.71%-10.4pp |
| Employer contribution / active EE | $2,209 | $1,555+42.0% | - | $2,471-10.6% |
| Participant deferral / active EE | $3,113 | $1,743+78.5% | - | $3,740-16.8% |
| Admin fee / account holder | $2,598 | $2,148+21.0% | - | $5,306-51.0% |