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 | $50,695 | $56,054-9.6% | $171,082-70.4% | $62,891-19.4% |
| Participation rate | 65.2% | 62.9%+2.3pp | 76.7%-11.5pp | 69.3%-4.1pp |
| Annual return | 6.86% | 22.52%-15.7pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,747 | $1,731+0.9% | $4,002-56.3% | $2,281-23.4% |
| Participant deferral / active EE | $2,304 | $3,158-27.1% | $4,797-52.0% | $3,203-28.1% |
| Admin fee / account holder | $4,783 | $3,647+31.1% | $8,520-43.9% | $4,296+11.3% |