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 | $82,943 | $67,411+23.0% | $91,001-8.9% | $70,131+18.3% |
| Participation rate | 58.8% | 71.4%-12.5pp | 75.6%-16.8pp | 69.5%-10.7pp |
| Annual return | 13.41% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $557 | $1,786-68.8% | $2,456-77.3% | $2,342-76.2% |
| Participant deferral / active EE | $2,656 | $2,823-5.9% | $3,547-25.1% | $3,332-20.3% |
| Admin fee / account holder | $7,028 | $4,236+65.9% | $5,417+29.7% | $4,645+51.3% |