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 | $71,839 | $48,364+48.5% | $71,796+0.1% | $62,891+14.2% |
| Participation rate | 63.8% | 60.6%+3.2pp | 69.1%-5.3pp | 69.3%-5.5pp |
| Annual return | 8.08% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,246 | $1,042+19.6% | $1,924-35.2% | $2,281-45.4% |
| Participant deferral / active EE | $3,578 | $2,091+71.1% | $2,794+28.0% | $3,203+11.7% |
| Admin fee / account holder | $893 | $3,771-76.3% | $4,815-81.5% | $4,296-79.2% |