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 | $59,118 | $51,175+15.5% | $70,515-16.2% | $75,163-21.3% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.3%-28.3pp | 67.2%-27.2pp |
| Annual return | 21.91% | 30.02%-8.1pp | 32.77%-10.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,568 | $1,826-14.1% | $2,973-47.3% | $2,670-41.3% |
| Participant deferral / active EE | $2,767 | $2,849-2.9% | $4,567-39.4% | $4,125-32.9% |
| Admin fee / account holder | $8,701 | $4,091+112.7% | $6,412+35.7% | $5,651+54.0% |