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 | $62,220 | $72,177-13.8% | $115,037-45.9% | $59,632+4.3% |
| Participation rate | 55.6% | 72.6%-17.0pp | 81.4%-25.8pp | 68.7%-13.1pp |
| Annual return | 8.53% | 12.02%-3.5pp | 26.14%-17.6pp | 2041.28%-2032.8pp |
| Employer contribution / active EE | $2,786 | $2,841-1.9% | $4,608-39.5% | $2,203+26.5% |
| Participant deferral / active EE | $4,425 | $4,783-7.5% | $6,026-26.6% | $3,192+38.6% |
| Admin fee / account holder | $11,216 | $4,927+127.6% | $8,175+37.2% | $4,297+161.0% |