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 | $58,412 | $60,022-2.7% | $88,946-34.3% | $84,808-31.1% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 22.20% | 22.43%-0.2pp | 57.82%-35.6pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,275 | $1,703+33.6% | $2,555-11.0% | $2,631-13.5% |
| Participant deferral / active EE | $5,671 | $3,114+82.1% | $4,581+23.8% | $4,212+34.7% |
| Admin fee / account holder | $3,479 | $4,811-27.7% | $8,261-57.9% | $7,344-52.6% |