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 | $71,962 | $71,050+1.3% | $93,606-23.1% | $80,856-11.0% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.6%-10.1pp |
| Annual return | 11.74% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,153 | $1,564-26.3% | $2,420-52.4% | $2,755-58.2% |
| Participant deferral / active EE | $3,027 | $4,034-25.0% | $4,411-31.4% | $4,296-29.5% |
| Admin fee / account holder | $1,193 | $6,945-82.8% | $8,285-85.6% | $6,918-82.8% |