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 | $86,545 | $67,411+28.4% | $91,001-4.9% | $70,131+23.4% |
| Participation rate | 65.2% | 71.4%-6.1pp | 75.6%-10.4pp | 69.5%-4.3pp |
| Annual return | 20.51% | -40.16%+60.7pp | 4.60%+15.9pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,006 | $1,786-43.7% | $2,456-59.0% | $2,342-57.0% |
| Participant deferral / active EE | $3,018 | $2,823+6.9% | $3,547-14.9% | $3,332-9.4% |
| Admin fee / account holder | $785 | $4,236-81.5% | $5,417-85.5% | $4,645-83.1% |