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 | $77,833 | $65,041+19.7% | $90,951-14.4% | $79,858-2.5% |
| Participation rate | 53.7% | 61.6%-7.9pp | 69.0%-15.4pp | 69.6%-16.0pp |
| Annual return | 21.13% | 30.45%-9.3pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,305 | $1,247+4.7% | $2,122-38.5% | $2,471-47.2% |
| Participant deferral / active EE | $2,115 | $2,512-15.8% | $3,373-37.3% | $3,740-43.4% |
| Admin fee / account holder | $809 | $4,536-82.2% | $5,959-86.4% | $5,306-84.8% |