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 | $79,877 | $76,367+4.6% | $93,606-14.7% | $72,985+9.4% |
| Participation rate | 53.1% | 71.7%-18.6pp | 75.8%-22.7pp | 69.5%-16.4pp |
| Annual return | 18.94% | 25.82%-6.9pp | 32.76%-13.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $635 | $2,275-72.1% | $2,718-76.6% | $2,440-74.0% |
| Participant deferral / active EE | $2,502 | $3,538-29.3% | $4,069-38.5% | $3,607-30.6% |
| Admin fee / account holder | $1,464 | $6,838-78.6% | $7,888-81.4% | $5,124-71.4% |