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 | $88,783 | $71,050+25.0% | $93,606-5.2% | $80,856+9.8% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 14.02% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $609 | $1,564-61.1% | $2,420-74.8% | $2,755-77.9% |
| Participant deferral / active EE | $4,479 | $4,034+11.0% | $4,411+1.5% | $4,296+4.3% |
| Admin fee / account holder | $2,630 | $6,945-62.1% | $8,285-68.3% | $6,918-62.0% |