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 | $69,814 | $56,277+24.1% | $80,975-13.8% | $62,891+11.0% |
| Participation rate | 62.1% | 69.0%-6.9pp | 75.8%-13.7pp | 69.3%-7.2pp |
| Annual return | 16.64% | 22.12%-5.5pp | 17.10%-0.5pp | 20.14%-3.5pp |
| Employer contribution / active EE | $474 | $1,943-75.6% | $3,714-87.2% | $2,281-79.2% |
| Participant deferral / active EE | $3,686 | $4,195-12.1% | $5,696-35.3% | $3,203+15.1% |
| Admin fee / account holder | $8,689 | $3,741+132.3% | $5,516+57.5% | $4,296+102.3% |