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 | $87,216 | $94,625-7.8% | $116,228-25.0% | $84,808+2.8% |
| Participation rate | 59.5% | 70.4%-10.9pp | 74.6%-15.0pp | 68.3%-8.8pp |
| Annual return | 13.94% | 20.40%-6.5pp | 90.06%-76.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $989 | $2,347-57.8% | $2,994-67.0% | $2,631-62.4% |
| Participant deferral / active EE | $1,829 | $3,972-54.0% | $4,953-63.1% | $4,212-56.6% |
| Admin fee / account holder | $1,249 | $10,091-87.6% | $11,989-89.6% | $7,344-83.0% |