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 | $68,528 | $78,672-12.9% | $109,143-37.2% | $85,850-20.2% |
| Participation rate | 68.9% | 68.3%+0.6pp | 75.9%-7.0pp | 69.3%-0.4pp |
| Annual return | 11.86% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,205 | $2,735-19.4% | $3,722-40.8% | $2,565-14.0% |
| Participant deferral / active EE | $3,631 | $3,467+4.7% | $4,653-22.0% | $3,952-8.1% |
| Admin fee / account holder | $3,012 | $5,469-44.9% | $6,752-55.4% | $6,260-51.9% |