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 | $86,686 | $106,749-18.8% | $145,433-40.4% | $82,448+5.1% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 35.85% | 27.59%+8.3pp | 66.58%-30.7pp | 41.64%-5.8pp |
| Employer contribution / active EE | $2,659 | $3,444-22.8% | $4,554-41.6% | $2,551+4.2% |
| Participant deferral / active EE | $5,760 | $6,519-11.6% | $7,897-27.1% | $4,139+39.2% |
| Admin fee / account holder | $13,812 | $8,390+64.6% | $13,129+5.2% | $7,234+90.9% |