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 | $68,982 | $61,774+11.7% | $97,226-29.0% | $80,856-14.7% |
| Participation rate | 65.7% | 63.5%+2.2pp | 72.7%-7.0pp | 67.6%-1.9pp |
| Annual return | 14.96% | -557.90%+572.9pp | 75.13%-60.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,633 | $1,837-11.1% | $2,729-40.1% | $2,755-40.7% |
| Participant deferral / active EE | $4,597 | $3,029+51.8% | $4,264+7.8% | $4,296+7.0% |
| Admin fee / account holder | $1,596 | $5,166-69.1% | $5,654-71.8% | $6,918-76.9% |