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 3-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 | $30,940 | $80,717-61.7% | $154,803-80.0% | $84,808-63.5% |
| Participation rate | 67.0% | 66.8%+0.2pp | 78.1%-11.0pp | 68.3%-1.3pp |
| Annual return | 25.50% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,014 | $2,761+9.2% | $4,305-30.0% | $2,631+14.6% |
| Participant deferral / active EE | $4,867 | $3,303+47.3% | $5,540-12.2% | $4,212+15.6% |
| Admin fee / account holder | $2,868 | $6,746-57.5% | $14,329-80.0% | $7,344-61.0% |