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 | $63,010 | $51,576+22.2% | $129,207-51.2% | $80,856-22.1% |
| Participation rate | 59.4% | 57.0%+2.4pp | 69.6%-10.2pp | 67.6%-8.3pp |
| Annual return | 14.33% | 20.81%-6.5pp | 9417.33%-9403.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,499 | $1,584-5.4% | $4,153-63.9% | $2,755-45.6% |
| Participant deferral / active EE | $3,485 | $2,669+30.6% | $4,168-16.4% | $4,296-18.9% |
| Admin fee / account holder | $626 | $4,305-85.5% | $7,715-91.9% | $6,918-91.0% |