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 | $79,209 | $71,050+11.5% | $93,606-15.4% | $80,856-2.0% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.7pp | 67.6%-4.6pp |
| Annual return | 11.99% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,215 | $1,564-22.3% | $2,420-49.8% | $2,755-55.9% |
| Participant deferral / active EE | $3,050 | $4,034-24.4% | $4,411-30.9% | $4,296-29.0% |
| Admin fee / account holder | $1,717 | $6,945-75.3% | $8,285-79.3% | $6,918-75.2% |