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 | $63,643 | $58,828+8.2% | $77,999-18.4% | $62,891+1.2% |
| Participation rate | 67.3% | 71.1%-3.8pp | 75.5%-8.2pp | 69.3%-2.0pp |
| Annual return | 6.59% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,189 | $1,672+30.9% | $2,470-11.4% | $2,281-4.0% |
| Participant deferral / active EE | $2,189 | $2,686-18.5% | $3,497-37.4% | $3,203-31.7% |
| Admin fee / account holder | $2,633 | $4,393-40.1% | $5,480-52.0% | $4,296-38.7% |