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 | $62,114 | $48,576+27.9% | $169,463-63.3% | $56,287+10.4% |
| Participation rate | 67.6% | 65.8%+1.8pp | 77.8%-10.1pp | 69.9%-2.2pp |
| Annual return | 23.69% | -2.51%+26.2pp | 1.83%+21.9pp | -9.96%+33.7pp |
| Employer contribution / active EE | $1,987 | $1,559+27.4% | $4,159-52.2% | $2,111-5.9% |
| Participant deferral / active EE | $3,738 | $3,275+14.1% | $5,277-29.2% | $3,350+11.6% |
| Admin fee / account holder | $3,855 | $435+785.9% | $9,109-57.7% | $521+639.9% |