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 | $84,296 | $71,050+18.6% | $93,606-9.9% | $80,856+4.3% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 13.87% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,084 | $1,564-30.7% | $2,420-55.2% | $2,755-60.7% |
| Participant deferral / active EE | $2,605 | $4,034-35.4% | $4,411-40.9% | $4,296-39.4% |
| Admin fee / account holder | $1,493 | $6,945-78.5% | $8,285-82.0% | $6,918-78.4% |