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 | $79,258 | $67,606+17.2% | $82,313-3.7% | $70,131+13.0% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.9%-16.4pp | 69.5%-9.1pp |
| Annual return | 20.34% | 21.57%-1.2pp | 25.88%-5.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $507 | $1,755-71.1% | $2,428-79.1% | $2,342-78.4% |
| Participant deferral / active EE | $2,719 | $2,987-9.0% | $3,706-26.6% | $3,332-18.4% |
| Admin fee / account holder | $692 | $4,512-84.7% | $5,608-87.7% | $4,645-85.1% |