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 | $71,805 | $53,822+33.4% | $75,696-5.1% | $85,850-16.4% |
| Participation rate | 64.0% | 69.1%-5.1pp | 74.8%-10.8pp | 69.3%-5.3pp |
| Annual return | 13.99% | 24.54%-10.6pp | 104.53%-90.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,255 | $2,017-37.8% | $2,743-54.3% | $2,565-51.1% |
| Participant deferral / active EE | $5,616 | $2,895+94.0% | $3,821+47.0% | $3,952+42.1% |
| Admin fee / account holder | $3,876 | $3,343+16.0% | $3,619+7.1% | $6,260-38.1% |