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 | $71,858 | $65,041+10.5% | $90,951-21.0% | $79,858-10.0% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.0%-4.7pp | 69.6%-5.3pp |
| Annual return | 12.94% | 30.45%-17.5pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,933 | $1,247+55.0% | $2,122-8.9% | $2,471-21.8% |
| Participant deferral / active EE | $3,038 | $2,512+20.9% | $3,373-9.9% | $3,740-18.8% |
| Admin fee / account holder | $2,356 | $4,536-48.1% | $5,959-60.5% | $5,306-55.6% |