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 | $55,120 | $54,573+1.0% | $90,951-39.4% | $73,488-25.0% |
| Participation rate | 21.2% | 61.2%-40.0pp | 69.0%-47.8pp | 70.7%-49.5pp |
| Annual return | 18.43% | 16.69%+1.7pp | 134.60%-116.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $850 | $991-14.3% | $2,122-59.9% | $2,270-62.6% |
| Participant deferral / active EE | $1,796 | $2,517-28.7% | $3,373-46.8% | $3,740-52.0% |
| Admin fee / account holder | $1,390 | $521+166.5% | $5,959-76.7% | $513+170.8% |