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 | $77,761 | $77,634+0.2% | $156,549-50.3% | $62,891+23.6% |
| Participation rate | 65.0% | 71.2%-6.2pp | 84.0%-19.0pp | 69.3%-4.3pp |
| Annual return | 6.58% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,795 | $3,444-47.9% | $5,501-67.4% | $2,281-21.3% |
| Participant deferral / active EE | $4,917 | $3,045+61.5% | $4,871+0.9% | $3,203+53.5% |
| Admin fee / account holder | $2,729 | $5,561-50.9% | $13,027-79.1% | $4,296-36.5% |