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 | $72,225 | $58,512+23.4% | $84,015-14.0% | $72,985-1.0% |
| Participation rate | 58.8% | 61.2%-2.4pp | 69.0%-10.2pp | 69.5%-10.7pp |
| Annual return | 18.06% | 28.93%-10.9pp | 71.31%-53.2pp | 81.00%-62.9pp |
| Employer contribution / active EE | $422 | $1,163-63.7% | $1,983-78.7% | $2,440-82.7% |
| Participant deferral / active EE | $3,406 | $2,394+42.3% | $3,239+5.2% | $3,607-5.6% |
| Admin fee / account holder | $363 | $4,569-92.1% | $6,101-94.0% | $5,124-92.9% |