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 | $99,320 | $108,825-8.7% | $156,181-36.4% | $82,448+20.5% |
| Participation rate | 68.3% | 72.4%-4.1pp | 78.8%-10.6pp | 68.1%+0.2pp |
| Annual return | 14.06% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,046 | $2,870+6.1% | $4,294-29.1% | $2,551+19.4% |
| Participant deferral / active EE | $3,952 | $4,577-13.7% | $6,132-35.6% | $4,139-4.5% |
| Admin fee / account holder | $15,524 | $9,341+66.2% | $14,586+6.4% | $7,234+114.6% |