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 | $67,744 | $65,365+3.6% | $92,893-27.1% | $72,985-7.2% |
| Participation rate | 66.3% | 68.3%-2.0pp | 76.0%-9.7pp | 69.5%-3.2pp |
| Annual return | 18.20% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,104 | $2,594-57.5% | $3,653-69.8% | $2,440-54.8% |
| Participant deferral / active EE | $2,685 | $3,128-14.2% | $4,236-36.6% | $3,607-25.6% |
| Admin fee / account holder | $1,952 | $4,251-54.1% | $5,794-66.3% | $5,124-61.9% |