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 | $70,586 | $77,634-9.1% | $156,549-54.9% | $62,891+12.2% |
| Participation rate | 66.0% | 71.2%-5.2pp | 84.0%-18.0pp | 69.3%-3.3pp |
| Annual return | 9.87% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $584 | $3,444-83.0% | $5,501-89.4% | $2,281-74.4% |
| Participant deferral / active EE | $2,839 | $3,045-6.8% | $4,871-41.7% | $3,203-11.4% |
| Admin fee / account holder | $805 | $5,561-85.5% | $13,027-93.8% | $4,296-81.3% |