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 | $79,029 | $78,672+0.5% | $109,143-27.6% | $85,850-7.9% |
| Participation rate | 67.9% | 68.3%-0.4pp | 75.9%-8.0pp | 69.3%-1.5pp |
| Annual return | 14.63% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $836 | $2,735-69.4% | $3,722-77.5% | $2,565-67.4% |
| Participant deferral / active EE | $2,698 | $3,467-22.2% | $4,653-42.0% | $3,952-31.7% |
| Admin fee / account holder | $12,935 | $5,469+136.5% | $6,752+91.6% | $6,260+106.6% |