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 | $81,866 | $67,411+21.4% | $91,001-10.0% | $70,131+16.7% |
| Participation rate | 57.5% | 71.4%-13.9pp | 75.6%-18.1pp | 69.5%-12.0pp |
| Annual return | 25.94% | -40.16%+66.1pp | 4.60%+21.3pp | 73.14%-47.2pp |
| Employer contribution / active EE | $1,184 | $1,786-33.7% | $2,456-51.8% | $2,342-49.5% |
| Participant deferral / active EE | $3,183 | $2,823+12.8% | $3,547-10.3% | $3,332-4.5% |
| Admin fee / account holder | $489 | $4,236-88.5% | $5,417-91.0% | $4,645-89.5% |