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 | $71,868 | $78,705-8.7% | $117,854-39.0% | $70,131+2.5% |
| Participation rate | 53.8% | 73.2%-19.3pp | 79.7%-25.8pp | 69.5%-15.7pp |
| Annual return | 17.41% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $904 | $2,223-59.4% | $3,786-76.1% | $2,342-61.4% |
| Participant deferral / active EE | $3,378 | $3,297+2.4% | $4,482-24.6% | $3,332+1.4% |
| Admin fee / account holder | $2,570 | $5,065-49.3% | $8,020-68.0% | $4,645-44.7% |