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 | $52,484 | $53,127-1.2% | $86,590-39.4% | $70,131-25.2% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-7.9pp | 69.5%-3.9pp |
| Annual return | 13.72% | 27.66%-13.9pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $742 | $2,068-64.1% | $2,839-73.9% | $2,342-68.3% |
| Participant deferral / active EE | $1,646 | $2,696-38.9% | $3,609-54.4% | $3,332-50.6% |
| Admin fee / account holder | $11,618 | $3,585+224.0% | $4,906+136.8% | $4,645+150.1% |