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 | $78,112 | $86,286-9.5% | $111,297-29.8% | $85,850-9.0% |
| Participation rate | 57.4% | 73.3%-15.9pp | 77.3%-19.9pp | 69.3%-11.9pp |
| Annual return | 25.98% | 19.99%+6.0pp | 54.65%-28.7pp | 318.53%-292.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,307 | $3,641+45.8% | $4,487+18.3% | $3,952+34.3% |
| Admin fee / account holder | $4,252 | $8,188-48.1% | $7,964-46.6% | $6,260-32.1% |