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 | $82,641 | $58,512+41.2% | $84,015-1.6% | $72,985+13.2% |
| Participation rate | 60.9% | 61.2%-0.4pp | 69.0%-8.1pp | 69.5%-8.6pp |
| Annual return | 23.09% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $290 | $1,163-75.1% | $1,983-85.4% | $2,440-88.1% |
| Participant deferral / active EE | $4,081 | $2,394+70.5% | $3,239+26.0% | $3,607+13.1% |
| Admin fee / account holder | $6,359 | $4,569+39.2% | $6,101+4.2% | $5,124+24.1% |