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 | $89,775 | $89,7530% | $107,525-16.5% | $84,808+5.9% |
| Participation rate | 60.3% | 68.1%-7.8pp | 75.1%-14.8pp | 68.3%-8.0pp |
| Annual return | 14.05% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,590 | $3,113-48.9% | $3,754-57.6% | $2,631-39.6% |
| Participant deferral / active EE | $3,253 | $4,056-19.8% | $5,116-36.4% | $4,212-22.8% |
| Admin fee / account holder | $1,255 | $7,222-82.6% | $8,919-85.9% | $7,344-82.9% |