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 | $88,219 | $80,717+9.3% | $154,803-43.0% | $84,808+4.0% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 20.51% | 37.96%-17.4pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $405 | $2,761-85.3% | $4,305-90.6% | $2,631-84.6% |
| Participant deferral / active EE | $2,986 | $3,303-9.6% | $5,540-46.1% | $4,212-29.1% |
| Admin fee / account holder | $1,244 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |