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 | $67,104 | $125,758-46.6% | $169,993-60.5% | $75,163-10.7% |
| Participation rate | 69.7% | 83.6%-13.9pp | 87.0%-17.3pp | 67.2%+2.5pp |
| Annual return | 19.63% | 27.20%-7.6pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,159 | $4,615-31.5% | $6,785-53.4% | $2,670+18.3% |
| Participant deferral / active EE | $6,049 | $6,837-11.5% | $10,408-41.9% | $4,125+46.6% |
| Admin fee / account holder | $1,415 | $8,173-82.7% | $12,815-89.0% | $5,651-75.0% |