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 | $44,686 | $53,127-15.9% | $86,590-48.4% | $70,131-36.3% |
| Participation rate | 67.1% | 65.3%+1.8pp | 73.5%-6.4pp | 69.5%-2.4pp |
| Annual return | 14.67% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,397 | $2,068-32.5% | $2,839-50.8% | $2,342-40.4% |
| Participant deferral / active EE | $2,305 | $2,696-14.5% | $3,609-36.1% | $3,332-30.8% |
| Admin fee / account holder | $1,200 | $3,585-66.5% | $4,906-75.5% | $4,645-74.2% |