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 | $71,928 | $56,053+28.3% | $75,972-5.3% | $80,856-11.0% |
| Participation rate | 67.9% | 62.0%+5.8pp | 69.1%-1.2pp | 67.6%+0.2pp |
| Annual return | 12.69% | 20.53%-7.8pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,014 | $1,874+60.8% | $2,685+12.3% | $2,755+9.4% |
| Participant deferral / active EE | $1,232 | $3,052-59.6% | $4,255-71.1% | $4,296-71.3% |
| Admin fee / account holder | $518 | $5,234-90.1% | $6,467-92.0% | $6,918-92.5% |