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 | $58,994 | $78,705-25.0% | $117,854-49.9% | $70,131-15.9% |
| Participation rate | 65.5% | 73.2%-7.7pp | 79.7%-14.1pp | 69.5%-4.0pp |
| Annual return | 18.14% | 23.30%-5.2pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $657 | $2,223-70.4% | $3,786-82.6% | $2,342-71.9% |
| Participant deferral / active EE | $5,139 | $3,297+55.9% | $4,482+14.7% | $3,332+54.2% |
| Admin fee / account holder | $2,359 | $5,065-53.4% | $8,020-70.6% | $4,645-49.2% |