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 | $141,297 | $64,660+118.5% | $81,812+72.7% | - |
| Participation rate | 64.6% | 64.3%+0.4pp | 72.3%-7.7pp | - |
| Annual return | 13.99% | 13.48%+0.5pp | 773.79%-759.8pp | - |
| Employer contribution / active EE | $3,299 | $3,065+7.7% | $2,912+13.3% | - |
| Participant deferral / active EE | $4,993 | $3,215+55.3% | $4,319+15.6% | - |
| Admin fee / account holder | $5,097 | $2,218+129.8% | $7,386-31.0% | - |