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 | $70,010 | $79,449-11.9% | $189,557-63.1% | $85,850-18.5% |
| Participation rate | 67.6% | 66.0%+1.6pp | 78.4%-10.9pp | 69.3%-1.7pp |
| Annual return | 16.94% | 18.45%-1.5pp | 64.17%-47.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,353 | $2,081-35.0% | $4,412-69.3% | $2,565-47.3% |
| Participant deferral / active EE | $3,414 | $4,051-15.7% | $6,174-44.7% | $3,952-13.6% |
| Admin fee / account holder | $11,601 | $5,377+115.8% | $9,807+18.3% | $6,260+85.3% |