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 | $75,165 | $45,438+65.4% | $80,004-6.0% | $59,632+26.0% |
| Participation rate | 66.7% | 63.7%+2.9pp | 73.0%-6.3pp | 68.7%-2.0pp |
| Annual return | -1.62% | 5.10%-6.7pp | 7.63%-9.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $564 | $1,236-54.4% | $2,473-77.2% | $2,203-74.4% |
| Participant deferral / active EE | $3,659 | $2,231+64.0% | $3,204+14.2% | $3,192+14.6% |
| Admin fee / account holder | $771 | $3,464-77.7% | $5,033-84.7% | $4,297-82.0% |