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 | $76,107 | $74,927+1.6% | $101,794-25.2% | $84,808-10.3% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.2%-10.9pp | 68.3%-10.0pp |
| Annual return | 14.66% | 18.70%-4.0pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $530 | $1,522-65.2% | $2,289-76.9% | $2,631-79.9% |
| Participant deferral / active EE | $2,823 | $3,099-8.9% | $4,084-30.9% | $4,212-33.0% |
| Admin fee / account holder | $12,100 | $6,514+85.8% | $8,777+37.9% | $7,344+64.8% |