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 | $77,282 | $62,573+23.5% | $85,682-9.8% | $85,850-10.0% |
| Participation rate | 49.4% | 61.1%-11.7pp | 69.9%-20.5pp | 69.3%-19.9pp |
| Annual return | 12.21% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,465 | $1,757-16.6% | $2,618-44.0% | $2,565-42.9% |
| Participant deferral / active EE | $3,657 | $2,802+30.5% | $3,923-6.8% | $3,952-7.5% |
| Admin fee / account holder | $4,530 | $4,640-2.4% | $6,873-34.1% | $6,260-27.6% |