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 | $70,186 | $56,053+25.2% | $75,972-7.6% | $80,856-13.2% |
| Participation rate | 57.6% | 62.0%-4.4pp | 69.1%-11.4pp | 67.6%-10.0pp |
| Annual return | 13.59% | 20.53%-6.9pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,619 | $1,874-13.6% | $2,685-39.7% | $2,755-41.2% |
| Participant deferral / active EE | $4,547 | $3,052+49.0% | $4,255+6.9% | $4,296+5.8% |
| Admin fee / account holder | $307 | $5,234-94.1% | $6,467-95.3% | $6,918-95.6% |