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 | $79,624 | $81,248-2.0% | $155,509-48.8% | $80,856-1.5% |
| Participation rate | 68.6% | 66.2%+2.3pp | 78.2%-9.6pp | 67.6%+0.9pp |
| Annual return | 14.59% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,147 | $3,100-63.0% | $4,672-75.5% | $2,755-58.4% |
| Participant deferral / active EE | $3,669 | $3,452+6.3% | $5,626-34.8% | $4,296-14.6% |
| Admin fee / account holder | $12,352 | $7,997+54.5% | $15,912-22.4% | $6,918+78.6% |