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 | $50,934 | $94,625-46.2% | $116,228-56.2% | $84,808-39.9% |
| Participation rate | 69.1% | 70.4%-1.4pp | 74.6%-5.5pp | 68.3%+0.8pp |
| Annual return | 18.31% | 20.40%-2.1pp | 90.06%-71.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,502 | $2,347-36.0% | $2,994-49.8% | $2,631-42.9% |
| Participant deferral / active EE | $3,861 | $3,972-2.8% | $4,953-22.0% | $4,212-8.3% |
| Admin fee / account holder | $4,561 | $10,091-54.8% | $11,989-62.0% | $7,344-37.9% |