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 | $79,166 | $84,556-6.4% | $116,228-31.9% | $74,304+6.5% |
| Participation rate | 68.0% | 66.0%+1.9pp | 74.6%-6.6pp | 60.3%+7.6pp |
| Annual return | 14.96% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,845 | $2,168-14.9% | $2,994-38.4% | $2,241-17.7% |
| Participant deferral / active EE | $3,111 | $3,814-18.4% | $4,953-37.2% | $3,767-17.4% |
| Admin fee / account holder | $6,174 | $3,792+62.8% | $11,989-48.5% | $2,969+108.0% |