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 | $78,420 | $65,041+20.6% | $90,951-13.8% | $79,858-1.8% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 16.32% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $915 | $1,247-26.7% | $2,122-56.9% | $2,471-63.0% |
| Participant deferral / active EE | $2,282 | $2,512-9.2% | $3,373-32.3% | $3,740-39.0% |
| Admin fee / account holder | $1,061 | $4,536-76.6% | $5,959-82.2% | $5,306-80.0% |