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 | $66,229 | $65,703+0.8% | $94,224-29.7% | $59,632+11.1% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | 12.16% | 5.22%+6.9pp | 10.68%+1.5pp | 2041.28%-2029.1pp |
| Employer contribution / active EE | $3,615 | $2,021+78.9% | $3,587+0.8% | $2,203+64.1% |
| Participant deferral / active EE | $7,169 | $3,143+128.1% | $4,320+65.9% | $3,192+124.6% |
| Admin fee / account holder | $5,097 | $4,264+19.5% | $6,269-18.7% | $4,297+18.6% |