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 | $71,255 | $48,230+47.7% | $67,502+5.6% | $80,856-11.9% |
| Participation rate | 68.0% | 66.4%+1.6pp | 72.9%-4.9pp | 67.6%+0.4pp |
| Annual return | 11.34% | 18.28%-6.9pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,028 | $2,020-49.1% | $2,731-62.4% | $2,755-62.7% |
| Participant deferral / active EE | $4,389 | $2,924+50.1% | $4,000+9.7% | $4,296+2.2% |
| Admin fee / account holder | $695 | $3,681-81.1% | $3,998-82.6% | $6,918-90.0% |