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 | $84,079 | $67,411+24.7% | $91,001-7.6% | $70,131+19.9% |
| Participation rate | 22.9% | 71.4%-48.4pp | 75.6%-52.7pp | 69.5%-46.6pp |
| Annual return | 15.69% | -40.16%+55.9pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $616 | $1,786-65.5% | $2,456-74.9% | $2,342-73.7% |
| Participant deferral / active EE | $1,712 | $2,823-39.3% | $3,547-51.7% | $3,332-48.6% |
| Admin fee / account holder | $1,572 | $4,236-62.9% | $5,417-71.0% | $4,645-66.2% |