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 | $76,603 | $84,233-9.1% | $170,442-55.1% | $70,131+9.2% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 14.65% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,600 | $3,387-52.8% | $5,433-70.5% | $2,342-31.7% |
| Participant deferral / active EE | $3,774 | $3,086+22.3% | $4,939-23.6% | $3,332+13.3% |
| Admin fee / account holder | $512 | $5,698-91.0% | $13,880-96.3% | $4,645-89.0% |