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 | $64,181 | $89,753-28.5% | $107,525-40.3% | $84,808-24.3% |
| Participation rate | 68.6% | 68.1%+0.6pp | 75.1%-6.4pp | 68.3%+0.3pp |
| Annual return | 16.90% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,811 | $3,113-41.8% | $3,754-51.8% | $2,631-31.2% |
| Participant deferral / active EE | $4,266 | $4,056+5.2% | $5,116-16.6% | $4,212+1.3% |
| Admin fee / account holder | $6,825 | $7,222-5.5% | $8,919-23.5% | $7,344-7.1% |