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 | $84,400 | $65,365+29.1% | $92,893-9.1% | $72,985+15.6% |
| Participation rate | 64.7% | 68.3%-3.6pp | 76.0%-11.3pp | 69.5%-4.8pp |
| Annual return | 19.12% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,795 | $2,594-30.8% | $3,653-50.8% | $2,440-26.4% |
| Participant deferral / active EE | $3,593 | $3,128+14.9% | $4,236-15.2% | $3,607-0.4% |
| Admin fee / account holder | $2,852 | $4,251-32.9% | $5,794-50.8% | $5,124-44.3% |