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 6-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 | $69,350 | $62,573+10.8% | $85,682-19.1% | $85,850-19.2% |
| Participation rate | 63.7% | 61.1%+2.6pp | 69.9%-6.1pp | 69.3%-5.6pp |
| Annual return | 11.58% | 23.77%-12.2pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,320 | $1,757+32.1% | $2,618-11.4% | $2,565-9.5% |
| Participant deferral / active EE | $5,336 | $2,802+90.4% | $3,923+36.0% | $3,952+35.0% |
| Admin fee / account holder | $1,815 | $4,640-60.9% | $6,873-73.6% | $6,260-71.0% |