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 | $109,881-21.1% | $150,045-42.2% | $84,808+2.2% |
| Participation rate | 64.3% | 76.1%-11.8pp | 82.3%-18.0pp | 68.3%-4.0pp |
| Annual return | 35.85% | 28.25%+7.6pp | 62.55%-26.7pp | 40.90%-5.1pp |
| Employer contribution / active EE | $2,659 | $3,561-25.3% | $4,693-43.3% | $2,631+1.1% |
| Participant deferral / active EE | $5,760 | $6,636-13.2% | $7,997-28.0% | $4,212+36.8% |
| Admin fee / account holder | $13,812 | $8,568+61.2% | $13,435+2.8% | $7,344+88.1% |