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 | $83,811 | $86,286-2.9% | $111,297-24.7% | $85,850-2.4% |
| Participation rate | 63.6% | 73.3%-9.7pp | 77.3%-13.7pp | 69.3%-5.7pp |
| Annual return | 15.01% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $637 | $2,043-68.8% | $2,731-76.7% | $2,565-75.2% |
| Participant deferral / active EE | $3,249 | $3,641-10.8% | $4,487-27.6% | $3,952-17.8% |
| Admin fee / account holder | $3,777 | $8,188-53.9% | $7,964-52.6% | $6,260-39.7% |