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 | $85,916 | $70,428+22.0% | $96,562-11.0% | $85,850+0.1% |
| Participation rate | 67.6% | 61.8%+5.8pp | 69.8%-2.2pp | 69.3%-1.7pp |
| Annual return | 15.17% | 18.59%-3.4pp | 37.78%-22.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,554 | $1,413+10.0% | $2,356-34.1% | $2,565-39.4% |
| Participant deferral / active EE | $4,221 | $2,894+45.9% | $3,849+9.7% | $3,952+6.8% |
| Admin fee / account holder | $16,204 | $4,997+224.3% | $6,181+162.2% | $6,260+158.9% |