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 | $69,017 | $45,035+53.3% | $62,995+9.6% | $70,131-1.6% |
| Participation rate | 60.6% | 69.5%-8.9pp | 74.8%-14.2pp | 69.5%-8.9pp |
| Annual return | 17.15% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,833 | $2,051-10.6% | $2,759-33.5% | $2,342-21.7% |
| Participant deferral / active EE | $2,969 | $2,465+20.5% | $3,329-10.8% | $3,332-10.9% |
| Admin fee / account holder | $884 | $2,834-68.8% | $3,600-75.4% | $4,645-81.0% |