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 | $73,357 | $83,477-12.1% | $125,175-41.4% | $72,985+0.5% |
| Participation rate | 65.9% | 73.3%-7.5pp | 79.8%-13.9pp | 69.5%-3.6pp |
| Annual return | 25.03% | 25.78%-0.7pp | 43.79%-18.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,066 | $2,345-54.5% | $3,865-72.4% | $2,440-56.3% |
| Participant deferral / active EE | $2,533 | $3,585-29.4% | $4,937-48.7% | $3,607-29.8% |
| Admin fee / account holder | $1,227 | $5,517-77.8% | $9,702-87.4% | $5,124-76.1% |