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 | $65,162 | $55,706+17.0% | $75,886-14.1% | $72,985-10.7% |
| Participation rate | 64.2% | 61.1%+3.1pp | 69.3%-5.1pp | 69.5%-5.3pp |
| Annual return | 29.65% | 27.59%+2.1pp | 30.76%-1.1pp | 81.00%-51.4pp |
| Employer contribution / active EE | $1,022 | $1,687-39.4% | $2,500-59.1% | $2,440-58.1% |
| Participant deferral / active EE | $4,087 | $2,634+55.2% | $3,603+13.4% | $3,607+13.3% |
| Admin fee / account holder | $1,452 | $3,978-63.5% | $5,418-73.2% | $5,124-71.7% |