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 | $67,024 | $87,013-23.0% | $106,213-36.9% | $80,856-17.1% |
| Participation rate | 60.2% | 70.4%-10.2pp | 75.3%-15.0pp | 67.6%-7.4pp |
| Annual return | 11.04% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,376 | $2,395-0.8% | $3,171-25.1% | $2,755-13.7% |
| Participant deferral / active EE | $3,177 | $3,986-20.3% | $5,016-36.7% | $4,296-26.0% |
| Admin fee / account holder | $2,166 | $8,431-74.3% | $11,033-80.4% | $6,918-68.7% |