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 | $61,024 | $89,753-32.0% | $107,525-43.2% | $84,808-28.0% |
| Participation rate | 66.3% | 68.1%-1.8pp | 75.1%-8.8pp | 68.3%-2.0pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,227 | $3,113+3.7% | $3,754-14.0% | $2,631+22.7% |
| Participant deferral / active EE | $3,082 | $4,056-24.0% | $5,116-39.8% | $4,212-26.8% |
| Admin fee / account holder | $5,364 | $7,222-25.7% | $8,919-39.9% | $7,344-27.0% |