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 | $73,377 | $70,428+4.2% | $96,562-24.0% | $85,850-14.5% |
| Participation rate | 33.3% | 61.8%-28.5pp | 69.8%-36.5pp | 69.3%-36.0pp |
| Annual return | 11.81% | 18.59%-6.8pp | 37.78%-26.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $659 | $1,413-53.4% | $2,356-72.0% | $2,565-74.3% |
| Participant deferral / active EE | $1,848 | $2,894-36.2% | $3,849-52.0% | $3,952-53.2% |
| Admin fee / account holder | $923 | $4,997-81.5% | $6,181-85.1% | $6,260-85.3% |