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 | $89,200 | $99,985-10.8% | $146,665-39.2% | $85,850+3.9% |
| Participation rate | 68.5% | 73.1%-4.5pp | 80.1%-11.6pp | 69.3%-0.8pp |
| Annual return | 16.65% | 18.93%-2.3pp | 22.74%-6.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,080 | $2,559-57.8% | $4,136-73.9% | $2,565-57.9% |
| Participant deferral / active EE | $4,250 | $4,006+6.1% | $5,506-22.8% | $3,952+7.5% |
| Admin fee / account holder | $1,087 | $7,702-85.9% | $10,280-89.4% | $6,260-82.6% |