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 | $91,024 | $63,861+42.5% | $104,607-13.0% | $79,858+14.0% |
| Participation rate | 65.6% | 64.9%+0.7pp | 74.1%-8.5pp | 69.6%-4.0pp |
| Annual return | 11.10% | 21.30%-10.2pp | 340.46%-329.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,978 | $1,588+24.5% | $2,681-26.2% | $2,471-20.0% |
| Participant deferral / active EE | $4,790 | $2,693+77.8% | $3,740+28.1% | $3,740+28.1% |
| Admin fee / account holder | $9,510 | $4,185+127.2% | $6,473+46.9% | $5,306+79.2% |