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 | $68,232 | $62,573+9.0% | $85,682-20.4% | $85,850-20.5% |
| Participation rate | 60.9% | 61.1%-0.3pp | 69.9%-9.0pp | 69.3%-8.4pp |
| Annual return | 14.14% | 23.77%-9.6pp | 21.49%-7.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $304 | $1,757-82.7% | $2,618-88.4% | $2,565-88.1% |
| Participant deferral / active EE | $2,519 | $2,802-10.1% | $3,923-35.8% | $3,952-36.3% |
| Admin fee / account holder | $6,362 | $4,640+37.1% | $6,873-7.4% | $6,260+1.6% |