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 | $67,446 | $66,402+1.6% | $109,895-38.6% | $85,850-21.4% |
| Participation rate | 31.5% | 63.9%-32.4pp | 74.2%-42.7pp | 69.3%-37.8pp |
| Annual return | 22.87% | 19.59%+3.3pp | 29.45%-6.6pp | 318.53%-295.7pp |
| Employer contribution / active EE | $422 | $1,687-75.0% | $2,842-85.2% | $2,565-83.6% |
| Participant deferral / active EE | $1,431 | $2,842-49.6% | $4,048-64.6% | $3,952-63.8% |
| Admin fee / account holder | $20,077 | $4,557+340.5% | $6,066+231.0% | $6,260+220.7% |