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 | $90,962 | $118,427-23.2% | $66,042+37.7% | $142,382-36.1% |
| Participation rate | 47.1% | 68.1%-21.1pp | 67.5%-20.4pp | 80.1%-33.1pp |
| Annual return | 16.14% | 35.57%-19.4pp | 52.11%-36.0pp | 217.08%-200.9pp |
| Employer contribution / active EE | $119 | $2,570-95.4% | $1,579-92.4% | $4,299-97.2% |
| Participant deferral / active EE | $2,727 | $4,311-36.8% | $2,835-3.8% | $6,507-58.1% |
| Admin fee / account holder | $781 | $9,593-91.9% | $5,747-86.4% | $12,624-93.8% |