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 | $78,520-5.6% | $96,576-23.3% | $82,448-10.1% |
| Participation rate | 68.6% | 77.7%-9.2pp | 81.4%-12.9pp | 68.1%+0.5pp |
| Annual return | 15.80% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $84 | $2,630-96.8% | $3,553-97.6% | $2,551-96.7% |
| Participant deferral / active EE | $5,081 | $6,754-24.8% | $7,956-36.1% | $4,139+22.8% |
| Admin fee / account holder | $6,065 | $13,455-54.9% | $11,381-46.7% | $7,234-16.2% |