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 | $66,112 | $47,848+38.2% | $81,478-18.9% | $70,131-5.7% |
| Participation rate | 61.3% | 58.3%+3.0pp | 68.0%-6.7pp | 69.5%-8.3pp |
| Annual return | 16.28% | 27.25%-11.0pp | 38.78%-22.5pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,324 | $1,527+52.2% | $2,568-9.5% | $2,342-0.8% |
| Participant deferral / active EE | $5,322 | $2,453+117.0% | $3,537+50.5% | $3,332+59.7% |
| Admin fee / account holder | $1,208 | $3,145-61.6% | $4,561-73.5% | $4,645-74.0% |