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 | $83,495 | $101,724-17.9% | $164,813-49.3% | $80,856+3.3% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.6%-5.4pp |
| Annual return | 11.88% | 16.72%-4.8pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,108 | $2,953+5.2% | $4,341-28.4% | $2,755+12.8% |
| Participant deferral / active EE | $3,724 | $4,477-16.8% | $6,031-38.3% | $4,296-13.3% |
| Admin fee / account holder | $13,074 | $8,227+58.9% | $12,690+3.0% | $6,918+89.0% |