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 | $69,252 | $54,541+27.0% | $78,778-12.1% | $70,131-1.3% |
| Participation rate | 39.1% | 60.8%-21.7pp | 69.2%-30.1pp | 69.5%-30.4pp |
| Annual return | 22.18% | 21.07%+1.1pp | 35.62%-13.4pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,420 | $1,089+30.5% | $1,986-28.5% | $2,342-39.4% |
| Participant deferral / active EE | $2,293 | $2,210+3.7% | $2,958-22.5% | $3,332-31.2% |
| Admin fee / account holder | $1,017 | $3,709-72.6% | $5,134-80.2% | $4,645-78.1% |