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 | $72,576 | $84,233-13.8% | $170,442-57.4% | $70,131+3.5% |
| Participation rate | 37.9% | 70.8%-32.9pp | 83.6%-45.7pp | 69.5%-31.6pp |
| Annual return | 19.09% | 23.06%-4.0pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $852 | $3,387-74.8% | $5,433-84.3% | $2,342-63.6% |
| Participant deferral / active EE | $1,788 | $3,086-42.1% | $4,939-63.8% | $3,332-46.3% |
| Admin fee / account holder | $827 | $5,698-85.5% | $13,880-94.0% | $4,645-82.2% |