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 | $70,284 | $63,764+10.2% | $81,930-14.2% | $79,858-12.0% |
| Participation rate | 61.0% | 67.5%-6.5pp | 72.0%-11.0pp | 69.6%-8.6pp |
| Annual return | 15.75% | 22.66%-6.9pp | 29.49%-13.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,924 | $2,780-30.8% | $7,107-72.9% | $3,740-48.6% |
| Admin fee / account holder | $1,553 | $4,426-64.9% | $5,158-69.9% | $5,306-70.7% |