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 | $71,666 | $77,634-7.7% | $156,549-54.2% | $62,891+14.0% |
| Participation rate | 64.4% | 71.2%-6.8pp | 84.0%-19.6pp | 69.3%-4.9pp |
| Annual return | 6.03% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,717 | $3,444-50.1% | $5,501-68.8% | $2,281-24.7% |
| Participant deferral / active EE | $4,981 | $3,045+63.6% | $4,871+2.3% | $3,203+55.5% |
| Admin fee / account holder | $336 | $5,561-94.0% | $13,027-97.4% | $4,296-92.2% |