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 | $65,572 | $52,279+25.4% | $89,391-26.6% | $79,858-17.9% |
| Participation rate | 57.6% | 57.5%+0.1pp | 68.0%-10.3pp | 69.6%-12.0pp |
| Annual return | 12.43% | 22.16%-9.7pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,582 | $1,572+0.7% | $2,586-38.8% | $2,471-36.0% |
| Participant deferral / active EE | $3,344 | $2,740+22.0% | $3,890-14.0% | $3,740-10.6% |
| Admin fee / account holder | $770 | $3,356-77.1% | $4,881-84.2% | $5,306-85.5% |