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 | $127,000 | $67,411+88.4% | $91,001+39.6% | $70,131+81.1% |
| Participation rate | 68.0% | 71.4%-3.4pp | 75.6%-7.6pp | 69.5%-1.5pp |
| Annual return | 13.76% | -40.16%+53.9pp | 4.60%+9.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,045 | $1,786+14.5% | $2,456-16.7% | $2,342-12.7% |
| Participant deferral / active EE | $6,244 | $2,823+121.2% | $3,547+76.0% | $3,332+87.4% |
| Admin fee / account holder | $60,695 | $4,236+1332.8% | $5,417+1020.4% | $4,645+1206.6% |