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 | $66,273 | $71,050-6.7% | $93,606-29.2% | $80,856-18.0% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.6%-8.1pp |
| Annual return | 16.49% | 11.26%+5.2pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $475 | $1,564-69.7% | $2,420-80.4% | $2,755-82.8% |
| Participant deferral / active EE | $3,359 | $4,034-16.7% | $4,411-23.9% | $4,296-21.8% |
| Admin fee / account holder | $1,839 | $6,945-73.5% | $8,285-77.8% | $6,918-73.4% |