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 | $45,341 | $56,054-19.1% | $171,082-73.5% | $62,891-27.9% |
| Participation rate | 64.7% | 62.9%+1.8pp | 76.7%-12.0pp | 69.3%-4.6pp |
| Annual return | 6.18% | 22.52%-16.3pp | 32.56%-26.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,536 | $1,731-11.3% | $4,002-61.6% | $2,281-32.7% |
| Participant deferral / active EE | $2,300 | $3,158-27.2% | $4,797-52.1% | $3,203-28.2% |
| Admin fee / account holder | $1,774 | $3,647-51.4% | $8,520-79.2% | $4,296-58.7% |