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 | $67,085 | $49,227+36.3% | $70,449-4.8% | $79,858-16.0% |
| Participation rate | 60.4% | 69.2%-8.8pp | 75.1%-14.6pp | 69.6%-9.2pp |
| Annual return | 8.67% | 30.06%-21.4pp | 109.03%-100.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,140 | $2,099-45.7% | $2,737-58.3% | $2,471-53.8% |
| Participant deferral / active EE | $1,708 | $2,768-38.3% | $3,709-54.0% | $3,740-54.3% |
| Admin fee / account holder | $3,256 | $2,878+13.1% | $3,845-15.3% | $5,306-38.6% |