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 | $84,305 | $71,050+18.7% | $93,606-9.9% | $80,856+4.3% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.6%-4.5pp |
| Annual return | 17.88% | 11.26%+6.6pp | 133.20%-115.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,146 | $1,564-26.7% | $2,420-52.6% | $2,755-58.4% |
| Participant deferral / active EE | $4,858 | $4,034+20.4% | $4,411+10.1% | $4,296+13.1% |
| Admin fee / account holder | $23,180 | $6,945+233.8% | $8,285+179.8% | $6,918+235.1% |