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 | $68,399 | $58,828+16.3% | $77,999-12.3% | $62,891+8.8% |
| Participation rate | 62.3% | 71.1%-8.8pp | 75.5%-13.2pp | 69.3%-7.0pp |
| Annual return | 7.65% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $857 | $1,672-48.7% | $2,470-65.3% | $2,281-62.4% |
| Participant deferral / active EE | $2,615 | $2,686-2.6% | $3,497-25.2% | $3,203-18.3% |
| Admin fee / account holder | $2,643 | $4,393-39.8% | $5,480-51.8% | $4,296-38.5% |