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 | $76,025 | $88,672-14.3% | $105,223-27.7% | $82,448-7.8% |
| Participation rate | 68.1% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%0pp |
| Annual return | 16.55% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,931 | $3,048-3.8% | $3,689-20.5% | $2,551+14.9% |
| Participant deferral / active EE | $5,255 | $4,036+30.2% | $5,072+3.6% | $4,139+27.0% |
| Admin fee / account holder | $22,987 | $7,146+221.7% | $8,859+159.5% | $7,234+217.7% |