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 | $88,591 | $72,012+23.0% | $185,823-52.3% | $79,858+10.9% |
| Participation rate | 68.0% | 65.8%+2.2pp | 78.0%-10.0pp | 69.6%-1.6pp |
| Annual return | 12.92% | 23.12%-10.2pp | 35.95%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,056 | $3,779+60.3% | $5,632+7.5% | $3,740+61.9% |
| Admin fee / account holder | $1,294 | $4,513-71.3% | $9,500-86.4% | $5,306-75.6% |