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 | $132,023 | $74,927+76.2% | $101,794+29.7% | $84,808+55.7% |
| Participation rate | 63.2% | 61.4%+1.8pp | 69.2%-6.0pp | 68.3%-5.2pp |
| Annual return | 12.86% | 18.70%-5.8pp | 30.53%-17.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,149 | $1,522-24.5% | $2,289-49.8% | $2,631-56.3% |
| Participant deferral / active EE | $4,476 | $3,099+44.4% | $4,084+9.6% | $4,212+6.3% |
| Admin fee / account holder | $28,044 | $6,514+330.5% | $8,777+219.5% | $7,344+281.9% |