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 | $74,108 | $80,673-8.1% | $101,326-26.9% | $84,808-12.6% |
| Participation rate | 68.6% | 77.8%-9.2pp | 81.5%-12.9pp | 68.3%+0.3pp |
| Annual return | 15.80% | 38.95%-23.2pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $84 | $2,698-96.9% | $3,665-97.7% | $2,631-96.8% |
| Participant deferral / active EE | $5,081 | $6,840-25.7% | $7,994-36.4% | $4,212+20.7% |
| Admin fee / account holder | $6,065 | $12,784-52.6% | $11,185-45.8% | $7,344-17.4% |