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 | $63,732 | $58,828+8.3% | $77,999-18.3% | $62,891+1.3% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 8.82% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,352 | $1,672-19.1% | $2,470-45.3% | $2,281-40.7% |
| Participant deferral / active EE | $3,299 | $2,686+22.8% | $3,497-5.7% | $3,203+3.0% |
| Admin fee / account holder | $9,449 | $4,393+115.1% | $5,480+72.4% | $4,296+120.0% |