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 | $65,928 | $84,233-21.7% | $170,442-61.3% | $70,131-6.0% |
| Participation rate | 65.9% | 70.8%-4.9pp | 83.6%-17.7pp | 69.5%-3.6pp |
| Annual return | 16.97% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $537 | $3,387-84.1% | $5,433-90.1% | $2,342-77.1% |
| Participant deferral / active EE | $2,901 | $3,086-6.0% | $4,939-41.3% | $3,332-12.9% |
| Admin fee / account holder | $1,425 | $5,698-75.0% | $13,880-89.7% | $4,645-69.3% |