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 | $77,896 | $89,753-13.2% | $107,525-27.6% | $84,808-8.1% |
| Participation rate | 69.7% | 68.1%+1.6pp | 75.1%-5.4pp | 68.3%+1.4pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,803 | $3,113-10.0% | $3,754-25.3% | $2,631+6.5% |
| Participant deferral / active EE | $5,454 | $4,056+34.5% | $5,116+6.6% | $4,212+29.5% |
| Admin fee / account holder | $1,279 | $7,222-82.3% | $8,919-85.7% | $7,344-82.6% |