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 | $67,687 | $103,376-34.5% | $87,100-22.3% | $152,861-55.7% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.9%-15.3pp | 82.4%-20.9pp |
| Annual return | 31.73% | 28.10%+3.6pp | 28.19%+3.5pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,877 | $3,220-41.7% | $2,521-25.5% | $4,762-60.6% |
| Participant deferral / active EE | $6,458 | $4,778+35.2% | $4,049+59.5% | $5,850+10.4% |
| Admin fee / account holder | $611 | $12,205-95.0% | $7,497-91.8% | $11,596-94.7% |