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 | $47,774 | $53,777-11.2% | $134,143-64.4% | $79,858-40.2% |
| Participation rate | 66.1% | 58.8%+7.3pp | 72.2%-6.1pp | 69.6%-3.5pp |
| Annual return | 17.71% | 19.01%-1.3pp | 36.33%-18.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,287 | $1,321-2.6% | $3,704-65.3% | $2,471-47.9% |
| Participant deferral / active EE | $3,684 | $2,420+52.2% | $3,499+5.3% | $3,740-1.5% |
| Admin fee / account holder | $7,320 | $3,984+83.7% | $6,684+9.5% | $5,306+38.0% |