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 | $67,649 | $64,839+4.3% | $95,585-29.2% | $84,808-20.2% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.7pp | 68.3%-10.0pp |
| Annual return | 14.73% | -670.96%+685.7pp | 38.56%-23.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,352 | $1,759+90.6% | $2,527+32.7% | $2,631+27.4% |
| Participant deferral / active EE | $3,353 | $2,965+13.1% | $4,023-16.6% | $4,212-20.4% |
| Admin fee / account holder | $2,183 | $5,964-63.4% | $6,127-64.4% | $7,344-70.3% |