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 | $75,658 | $67,606+11.9% | $82,313-8.1% | $70,131+7.9% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.9%-23.7pp | 69.5%-16.3pp |
| Annual return | 19.65% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $958 | $1,755-45.4% | $2,428-60.5% | $2,342-59.1% |
| Participant deferral / active EE | $3,303 | $2,987+10.6% | $3,706-10.9% | $3,332-0.8% |
| Admin fee / account holder | $9,232 | $4,512+104.6% | $5,608+64.6% | $4,645+98.7% |