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 | $67,758 | $76,670-11.6% | $96,683-29.9% | $71,457-5.2% |
| Participation rate | 27.6% | 66.6%-39.0pp | 74.3%-46.7pp | 67.9%-40.3pp |
| Annual return | 38.50% | 48.29%-9.8pp | 35.69%+2.8pp | 28.85%+9.7pp |
| Employer contribution / active EE | $1,070 | $3,031-64.7% | $3,737-71.4% | $2,588-58.7% |
| Participant deferral / active EE | $2,778 | $3,771-26.3% | $4,878-43.1% | $4,289-35.2% |
| Admin fee / account holder | $3,197 | $2,028+57.6% | $6,730-52.5% | $1,587+101.4% |