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 | $74,260 | $65,365+13.6% | $92,893-20.1% | $72,985+1.7% |
| Participation rate | 55.6% | 68.3%-12.8pp | 76.0%-20.4pp | 69.5%-13.9pp |
| Annual return | 24.83% | 42.10%-17.3pp | 109.41%-84.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $760 | $2,594-70.7% | $3,653-79.2% | $2,440-68.8% |
| Participant deferral / active EE | $6,500 | $3,128+107.8% | $4,236+53.4% | $3,607+80.2% |
| Admin fee / account holder | $2,109 | $4,251-50.4% | $5,794-63.6% | $5,124-58.8% |