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 | $45,999 | $64,324-28.5% | $118,925-61.3% | $79,858-42.4% |
| Participation rate | 68.4% | 64.9%+3.6pp | 75.4%-7.0pp | 69.6%-1.2pp |
| Annual return | 13.62% | 86.45%-72.8pp | 35.88%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,983 | $1,836+8.0% | $3,263-39.2% | $2,471-19.7% |
| Participant deferral / active EE | $3,073 | $2,824+8.8% | $4,265-27.9% | $3,740-17.8% |
| Admin fee / account holder | $3,732 | $4,040-7.6% | $6,581-43.3% | $5,306-29.7% |