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 | $66,827 | $70,428-5.1% | $96,562-30.8% | $85,850-22.2% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 12.72% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $519 | $1,413-63.3% | $2,356-78.0% | $2,565-79.8% |
| Participant deferral / active EE | $4,133 | $2,894+42.8% | $3,849+7.4% | $3,952+4.6% |
| Admin fee / account holder | $362 | $4,997-92.7% | $6,181-94.1% | $6,260-94.2% |