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 | $67,509 | $65,041+3.8% | $90,951-25.8% | $79,858-15.5% |
| Participation rate | 64.5% | 61.6%+2.9pp | 69.0%-4.5pp | 69.6%-5.1pp |
| Annual return | 14.22% | 30.45%-16.2pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,372 | $1,247+10.0% | $2,122-35.3% | $2,471-44.5% |
| Participant deferral / active EE | $2,205 | $2,512-12.2% | $3,373-34.6% | $3,740-41.1% |
| Admin fee / account holder | $2,451 | $4,536-46.0% | $5,959-58.9% | $5,306-53.8% |