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 | $76,394 | $86,286-11.5% | $111,297-31.4% | $85,850-11.0% |
| Participation rate | 56.9% | 73.3%-16.4pp | 77.3%-20.4pp | 69.3%-12.4pp |
| Annual return | 16.21% | 19.99%-3.8pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $879 | $2,043-57.0% | $2,731-67.8% | $2,565-65.7% |
| Participant deferral / active EE | $4,966 | $3,641+36.4% | $4,487+10.7% | $3,952+25.7% |
| Admin fee / account holder | $1,295 | $8,188-84.2% | $7,964-83.7% | $6,260-79.3% |