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 | $79,974 | $78,705+1.6% | $117,854-32.1% | $70,131+14.0% |
| Participation rate | 50.6% | 73.2%-22.5pp | 79.7%-29.0pp | 69.5%-18.9pp |
| Annual return | 14.47% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,030 | $2,223-53.7% | $3,786-72.8% | $2,342-56.0% |
| Participant deferral / active EE | $1,801 | $3,297-45.4% | $4,482-59.8% | $3,332-46.0% |
| Admin fee / account holder | $730 | $5,065-85.6% | $8,020-90.9% | $4,645-84.3% |