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 | $59,304 | $56,114+5.7% | $96,139-38.3% | $85,850-30.9% |
| Participation rate | 18.5% | 56.7%-38.2pp | 68.4%-49.9pp | 69.3%-50.8pp |
| Annual return | 13.28% | 42.30%-29.0pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $374 | $1,620-76.9% | $2,797-86.6% | $2,565-85.4% |
| Participant deferral / active EE | $1,181 | $2,859-58.7% | $4,349-72.9% | $3,952-70.1% |
| Admin fee / account holder | $4,755 | $3,768+26.2% | $5,537-14.1% | $6,260-24.0% |