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 | $41,021 | $43,723-6.2% | $121,196-66.2% | $64,186-36.1% |
| Participation rate | 64.6% | 58.3%+6.3pp | 71.7%-7.2pp | 69.6%-5.0pp |
| Annual return | 7.54% | 68.91%-61.4pp | 16.93%-9.4pp | 7.63%-0.1pp |
| Employer contribution / active EE | $2,029 | $1,296+56.5% | $4,022-49.5% | $2,381-14.8% |
| Participant deferral / active EE | $3,145 | $2,280+37.9% | $3,344-6.0% | $3,470-9.4% |
| Admin fee / account holder | $4,763 | $3,501+36.0% | $5,019-5.1% | $4,888-2.6% |