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 | $73,493 | $65,041+13.0% | $90,951-19.2% | $79,858-8.0% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 13.62% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $666 | $1,247-46.6% | $2,122-68.6% | $2,471-73.1% |
| Participant deferral / active EE | $3,626 | $2,512+44.4% | $3,373+7.5% | $3,740-3.0% |
| Admin fee / account holder | $1,472 | $4,536-67.6% | $5,959-75.3% | $5,306-72.3% |