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 | $67,452 | $63,703+5.9% | $93,063-27.5% | $82,448-18.2% |
| Participation rate | 54.3% | 63.8%-9.5pp | 72.1%-17.8pp | 68.1%-13.8pp |
| Annual return | 16.87% | -775.43%+792.3pp | 34.15%-17.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,213 | $1,729-29.8% | $2,476-51.0% | $2,551-52.5% |
| Participant deferral / active EE | $3,381 | $2,919+15.8% | $3,958-14.6% | $4,139-18.3% |
| Admin fee / account holder | $1,885 | $5,982-68.5% | $6,033-68.8% | $7,234-73.9% |