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 | $76,736 | $53,777+42.7% | $134,143-42.8% | $79,858-3.9% |
| Participation rate | 60.7% | 58.8%+1.9pp | 72.2%-11.5pp | 69.6%-8.9pp |
| Annual return | 16.23% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,898 | $1,321+43.6% | $3,704-48.8% | $2,471-23.2% |
| Participant deferral / active EE | $7,531 | $2,420+211.2% | $3,499+115.3% | $3,740+101.4% |
| Admin fee / account holder | $704 | $3,984-82.3% | $6,684-89.5% | $5,306-86.7% |