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 | $64,855 | $58,828+10.2% | $77,999-16.9% | $62,891+3.1% |
| Participation rate | 62.1% | 71.1%-9.0pp | 75.5%-13.5pp | 69.3%-7.2pp |
| Annual return | 8.51% | 17.16%-8.6pp | 425.96%-417.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,156 | $1,672-30.8% | $2,470-53.2% | $2,281-49.3% |
| Participant deferral / active EE | $2,981 | $2,686+11.0% | $3,497-14.8% | $3,203-6.9% |
| Admin fee / account holder | $2,600 | $4,393-40.8% | $5,480-52.6% | $4,296-39.5% |