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 | $72,779 | $78,422-7.2% | $95,952-24.2% | $79,858-8.9% |
| Participation rate | 65.0% | 73.5%-8.5pp | 77.1%-12.1pp | 69.6%-4.6pp |
| Annual return | 10.41% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,133 | $1,945-41.8% | $2,541-55.4% | $2,471-54.1% |
| Participant deferral / active EE | $2,318 | $3,440-32.6% | $4,167-44.4% | $3,740-38.0% |
| Admin fee / account holder | $639 | $5,622-88.6% | $6,795-90.6% | $5,306-88.0% |