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 | $85,574 | $89,753-4.7% | $107,525-20.4% | $84,808+0.9% |
| Participation rate | 65.5% | 68.1%-2.6pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 18.40% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,768 | $3,113-11.1% | $3,754-26.3% | $2,631+5.2% |
| Participant deferral / active EE | $6,492 | $4,056+60.0% | $5,116+26.9% | $4,212+54.1% |
| Admin fee / account holder | $4,474 | $7,222-38.1% | $8,919-49.8% | $7,344-39.1% |