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 | $64,265 | $55,706+15.4% | $75,886-15.3% | $72,985-11.9% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.3%-17.3pp | 69.5%-17.5pp |
| Annual return | 23.29% | 27.59%-4.3pp | 30.76%-7.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $430 | $1,687-74.5% | $2,500-82.8% | $2,440-82.4% |
| Participant deferral / active EE | $2,111 | $2,634-19.9% | $3,603-41.4% | $3,607-41.5% |
| Admin fee / account holder | $4,558 | $3,978+14.6% | $5,418-15.9% | $5,124-11.0% |