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 | $85,357 | $87,013-1.9% | $106,213-19.6% | $80,856+5.6% |
| Participation rate | 68.7% | 70.4%-1.8pp | 75.3%-6.6pp | 67.6%+1.0pp |
| Annual return | 10.72% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,755 | $2,395-26.7% | $3,171-44.7% | $2,755-36.3% |
| Participant deferral / active EE | $2,731 | $3,986-31.5% | $5,016-45.5% | $4,296-36.4% |
| Admin fee / account holder | $15,206 | $8,431+80.4% | $11,033+37.8% | $6,918+119.8% |