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 | $88,800 | $56,053+58.4% | $75,972+16.9% | $80,856+9.8% |
| Participation rate | 68.1% | 62.0%+6.1pp | 69.1%-1.0pp | 67.6%+0.4pp |
| Annual return | 12.25% | 20.53%-8.3pp | 359.55%-347.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,897 | $1,874+1.2% | $2,685-29.4% | $2,755-31.1% |
| Participant deferral / active EE | $4,251 | $3,052+39.3% | $4,255-0.1% | $4,296-1.0% |
| Admin fee / account holder | $2,509 | $5,234-52.1% | $6,467-61.2% | $6,918-63.7% |