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 | $94,220 | $94,031+0.2% | $115,768-18.6% | $82,448+14.3% |
| Participation rate | 67.4% | 70.4%-3.0pp | 74.4%-7.0pp | 68.1%-0.6pp |
| Annual return | 19.32% | 20.61%-1.3pp | 100.46%-81.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $881 | $2,323-62.1% | $2,940-70.0% | $2,551-65.5% |
| Participant deferral / active EE | $2,889 | $3,972-27.3% | $4,917-41.2% | $4,139-30.2% |
| Admin fee / account holder | $8,916 | $10,249-13.0% | $12,439-28.3% | $7,234+23.2% |