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 | $85,912 | $80,717+6.4% | $154,803-44.5% | $84,808+1.3% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 19.65% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,076 | $2,761-61.0% | $4,305-75.0% | $2,631-59.1% |
| Participant deferral / active EE | $4,210 | $3,303+27.4% | $5,540-24.0% | $4,2120% |
| Admin fee / account holder | $1,719 | $6,746-74.5% | $14,329-88.0% | $7,344-76.6% |