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 | $80,595 | $65,365+23.3% | $92,893-13.2% | $72,985+10.4% |
| Participation rate | 69.2% | 68.3%+0.9pp | 76.0%-6.8pp | 69.5%-0.3pp |
| Annual return | 27.30% | 42.10%-14.8pp | 109.41%-82.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,716 | $2,594-33.8% | $3,653-53.0% | $2,440-29.7% |
| Participant deferral / active EE | $4,192 | $3,128+34.0% | $4,236-1.0% | $3,607+16.2% |
| Admin fee / account holder | $2,174 | $4,251-48.9% | $5,794-62.5% | $5,124-57.6% |