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 | $76,310 | $71,370+6.9% | $386,318-80.2% | $71,370+6.9% |
| Participation rate | 52.0% | 55.1%-3.2pp | 67.7%-15.8pp | 55.1%-3.2pp |
| Annual return | 14.18% | 15.87%-1.7pp | -2.64%+16.8pp | 15.87%-1.7pp |
| Employer contribution / active EE | $592 | $1,874-68.4% | $4,025-85.3% | $1,874-68.4% |
| Participant deferral / active EE | $1,273 | $2,656-52.1% | $3,524-63.9% | $2,656-52.1% |
| Admin fee / account holder | $6,700 | $6,050+10.7% | $16,179-58.6% | $6,050+10.7% |