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 | $50,830 | $58,512-13.1% | $84,015-39.5% | $72,985-30.4% |
| Participation rate | 68.1% | 61.2%+6.8pp | 69.0%-1.0pp | 69.5%-1.4pp |
| Annual return | 23.97% | 28.93%-5.0pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,076 | $1,163+78.5% | $1,983+4.7% | $2,440-14.9% |
| Participant deferral / active EE | $3,941 | $2,394+64.6% | $3,239+21.7% | $3,607+9.3% |
| Admin fee / account holder | $3,587 | $4,569-21.5% | $6,101-41.2% | $5,124-30.0% |