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 | $73,733 | $67,411+9.4% | $91,001-19.0% | $70,131+5.1% |
| Participation rate | 58.1% | 71.4%-13.2pp | 75.6%-17.5pp | 69.5%-11.4pp |
| Annual return | 15.50% | -40.16%+55.7pp | 4.60%+10.9pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,003 | $1,786-43.8% | $2,456-59.1% | $2,342-57.2% |
| Participant deferral / active EE | $2,608 | $2,823-7.6% | $3,547-26.5% | $3,332-21.7% |
| Admin fee / account holder | $2,581 | $4,236-39.1% | $5,417-52.4% | $4,645-44.4% |