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 | $78,308 | $38,365+104.1% | $84,611-7.4% | $65,185+20.1% |
| Participation rate | 51.9% | 55.7%-3.8pp | 68.2%-16.3pp | 70.2%-18.3pp |
| Annual return | 26.98% | 32.00%-5.0pp | 258.74%-231.8pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,271 | $1,258+1.0% | $2,652-52.1% | $2,177-41.6% |
| Participant deferral / active EE | $3,446 | $2,278+51.2% | $3,899-11.6% | $3,514-1.9% |
| Admin fee / account holder | $353 | $451-21.8% | $4,912-92.8% | $847-58.4% |