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 | $65,650 | $58,828+11.6% | $77,999-15.8% | $62,891+4.4% |
| Participation rate | 68.6% | 71.1%-2.4pp | 75.5%-6.9pp | 69.3%-0.7pp |
| Annual return | 12.32% | 17.16%-4.8pp | 425.96%-413.6pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,162 | $1,672+29.3% | $2,470-12.5% | $2,281-5.2% |
| Participant deferral / active EE | $3,533 | $2,686+31.6% | $3,497+1.0% | $3,203+10.3% |
| Admin fee / account holder | $440 | $4,393-90.0% | $5,480-92.0% | $4,296-89.7% |