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 | $95,640 | $108,825-12.1% | $156,181-38.8% | $82,448+16.0% |
| Participation rate | 68.8% | 72.4%-3.6pp | 78.8%-10.1pp | 68.1%+0.7pp |
| Annual return | 15.81% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,114 | $2,870-26.3% | $4,294-50.8% | $2,551-17.1% |
| Participant deferral / active EE | $3,643 | $4,577-20.4% | $6,132-40.6% | $4,139-12.0% |
| Admin fee / account holder | $2,113 | $9,341-77.4% | $14,586-85.5% | $7,234-70.8% |