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 | $89,867 | $80,968+11.0% | $96,544-6.9% | $75,163+19.6% |
| Participation rate | 64.6% | 71.8%-7.2pp | 76.0%-11.4pp | 67.2%-2.6pp |
| Annual return | 21.59% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,022 | $2,282-55.2% | $2,965-65.5% | $2,670-61.7% |
| Participant deferral / active EE | $2,203 | $3,928-43.9% | $4,851-54.6% | $4,125-46.6% |
| Admin fee / account holder | $2,690 | $6,724-60.0% | $8,252-67.4% | $5,651-52.4% |