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 | $65,876 | $63,346+4.0% | $92,233-28.6% | $70,131-6.1% |
| Participation rate | 51.5% | 68.7%-17.2pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 14.06% | 530.12%-516.1pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $675 | $2,471-72.7% | $3,679-81.6% | $2,342-71.2% |
| Participant deferral / active EE | $3,314 | $2,854+16.1% | $3,897-15.0% | $3,332-0.5% |
| Admin fee / account holder | $2,856 | $3,840-25.6% | $5,194-45.0% | $4,645-38.5% |