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 | $70,354 | $70,428-0.1% | $96,562-27.1% | $85,850-18.0% |
| Participation rate | 62.5% | 61.8%+0.7pp | 69.8%-7.3pp | 69.3%-6.8pp |
| Annual return | 13.78% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,309 | $1,413+63.4% | $2,356-2.0% | $2,565-10.0% |
| Participant deferral / active EE | $4,214 | $2,894+45.6% | $3,849+9.5% | $3,952+6.6% |
| Admin fee / account holder | $1,363 | $4,997-72.7% | $6,181-77.9% | $6,260-78.2% |