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 | $87,079 | $50,464+72.6% | $75,781+14.9% | $52,331+66.4% |
| Participation rate | 69.2% | 66.8%+2.4pp | 75.8%-6.7pp | 68.1%+1.1pp |
| Annual return | -1.30% | 1.03%-2.3pp | 9.68%-11.0pp | 4.54%-5.8pp |
| Employer contribution / active EE | $5,340 | $1,988+168.5% | $3,323+60.7% | $1,882+183.8% |
| Participant deferral / active EE | $5,496 | $2,570+113.8% | $3,651+50.5% | $3,022+81.8% |
| Admin fee / account holder | $12,424 | $1,103+1026.5% | $5,299+134.5% | $592+2000.1% |