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 | $66,192 | $56,114+18.0% | $96,139-31.1% | $85,850-22.9% |
| Participation rate | 36.4% | 56.7%-20.4pp | 68.4%-32.1pp | 69.3%-33.0pp |
| Annual return | 14.78% | 42.30%-27.5pp | 191.94%-177.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $944 | $1,620-41.7% | $2,797-66.3% | $2,565-63.2% |
| Participant deferral / active EE | $2,101 | $2,859-26.5% | $4,349-51.7% | $3,952-46.8% |
| Admin fee / account holder | $574 | $3,768-84.8% | $5,537-89.6% | $6,260-90.8% |