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 | $72,729 | $62,573+16.2% | $85,682-15.1% | $85,850-15.3% |
| Participation rate | 40.3% | 61.1%-20.9pp | 69.9%-29.6pp | 69.3%-29.0pp |
| Annual return | 13.92% | 23.77%-9.8pp | 21.49%-7.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $902 | $1,757-48.7% | $2,618-65.6% | $2,565-64.9% |
| Participant deferral / active EE | $1,653 | $2,802-41.0% | $3,923-57.9% | $3,952-58.2% |
| Admin fee / account holder | $10,286 | $4,640+121.7% | $6,873+49.7% | $6,260+64.3% |