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 | $80,525 | $77,314+4.2% | $177,989-54.8% | $80,856-0.4% |
| Participation rate | 53.0% | 65.7%-12.7pp | 77.1%-24.1pp | 67.6%-14.6pp |
| Annual return | 12.60% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $687 | $2,292-70.0% | $3,949-82.6% | $2,755-75.1% |
| Participant deferral / active EE | $2,833 | $4,411-35.8% | $6,276-54.9% | $4,296-34.1% |
| Admin fee / account holder | $1,417 | $7,191-80.3% | $10,363-86.3% | $6,918-79.5% |