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 | $70,912 | $85,022-16.6% | $70,515+0.6% | $139,434-49.1% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 28.24% | 30.38%-2.1pp | 32.77%-4.5pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,025 | $3,909-73.8% | $2,973-65.5% | $4,751-78.4% |
| Participant deferral / active EE | $5,814 | $5,890-1.3% | $4,567+27.3% | $6,710-13.4% |
| Admin fee / account holder | $2,511 | $8,906-71.8% | $6,412-60.8% | $11,403-78.0% |