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 | $43,128 | $35,183+22.6% | $73,545-41.4% | $70,131-38.5% |
| Participation rate | 62.2% | 42.9%+19.2pp | 54.9%+7.2pp | 69.5%-7.4pp |
| Annual return | 72.79% | 26.90%+45.9pp | -15.16%+88.0pp | 73.14%-0.3pp |
| Employer contribution / active EE | $275 | $709-61.1% | $1,219-77.4% | $2,342-88.2% |
| Participant deferral / active EE | $1,959 | $1,220+60.6% | $1,806+8.5% | $3,332-41.2% |
| Admin fee / account holder | $2,398 | $2,302+4.2% | $2,320+3.4% | $4,645-48.4% |