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 | $73,167 | $68,547+6.7% | $120,354-39.2% | $80,856-9.5% |
| Participation rate | 68.0% | 61.6%+6.4pp | 71.9%-3.9pp | 67.6%+0.4pp |
| Annual return | 16.58% | 23.60%-7.0pp | 107.15%-90.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,218 | $2,051+8.1% | $3,463-35.9% | $2,755-19.5% |
| Participant deferral / active EE | $3,042 | $3,173-4.1% | $4,991-39.1% | $4,296-29.2% |
| Admin fee / account holder | $12,811 | $5,732+123.5% | $9,423+36.0% | $6,918+85.2% |