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 | $99,392 | $80,724+23.1% | $103,333-3.8% | $74,495+33.4% |
| Participation rate | 66.1% | 65.7%+0.4pp | 74.5%-8.4pp | 67.2%-1.1pp |
| Annual return | 13.41% | 27.56%-14.1pp | 24.88%-11.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,658 | $3,157-47.5% | $3,868-57.1% | $2,623-36.8% |
| Participant deferral / active EE | $2,693 | $3,860-30.2% | $5,057-46.8% | $4,346-38.0% |
| Admin fee / account holder | $1,763 | $2,368-25.6% | $8,355-78.9% | $1,942-9.2% |