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 | $70,913 | $47,944+47.9% | $67,834+4.5% | $62,891+12.8% |
| Participation rate | 63.3% | 61.1%+2.3pp | 68.8%-5.5pp | 69.3%-6.0pp |
| Annual return | 5.55% | 11.77%-6.2pp | 138.47%-132.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,105 | $1,562+34.7% | $2,403-12.4% | $2,281-7.7% |
| Participant deferral / active EE | $3,361 | $2,247+49.6% | $3,160+6.4% | $3,203+4.9% |
| Admin fee / account holder | $3,320 | $3,712-10.6% | $4,622-28.2% | $4,296-22.7% |