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 | $68,443 | $78,705-13.0% | $117,854-41.9% | $70,131-2.4% |
| Participation rate | 64.5% | 73.2%-8.7pp | 79.7%-15.1pp | 69.5%-5.0pp |
| Annual return | 15.93% | 23.30%-7.4pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $646 | $2,223-71.0% | $3,786-82.9% | $2,342-72.4% |
| Participant deferral / active EE | $3,795 | $3,297+15.1% | $4,482-15.3% | $3,332+13.9% |
| Admin fee / account holder | $4,021 | $5,065-20.6% | $8,020-49.9% | $4,645-13.4% |