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 | $74,703 | $71,050+5.1% | $93,606-20.2% | $80,856-7.6% |
| Participation rate | 57.4% | 60.4%-3.0pp | 68.7%-11.3pp | 67.6%-10.2pp |
| Annual return | 13.08% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $771 | $1,564-50.7% | $2,420-68.1% | $2,755-72.0% |
| Participant deferral / active EE | $2,220 | $4,034-45.0% | $4,411-49.7% | $4,296-48.3% |
| Admin fee / account holder | $1,616 | $6,945-76.7% | $8,285-80.5% | $6,918-76.6% |