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 | $73,157 | $67,606+8.2% | $82,313-11.1% | $70,131+4.3% |
| Participation rate | 67.2% | 72.8%-5.6pp | 76.9%-9.7pp | 69.5%-2.4pp |
| Annual return | 17.54% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $676 | $1,755-61.5% | $2,428-72.2% | $2,342-71.2% |
| Participant deferral / active EE | $1,997 | $2,987-33.1% | $3,706-46.1% | $3,332-40.1% |
| Admin fee / account holder | $1,807 | $4,512-60.0% | $5,608-67.8% | $4,645-61.1% |