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 | $68,454 | $64,839+5.6% | $95,585-28.4% | $84,808-19.3% |
| Participation rate | 64.3% | 63.8%+0.5pp | 72.1%-7.8pp | 68.3%-4.0pp |
| Annual return | 21.46% | -670.96%+692.4pp | 38.56%-17.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,256 | $1,759-28.6% | $2,527-50.3% | $2,631-52.3% |
| Participant deferral / active EE | $3,438 | $2,965+16.0% | $4,023-14.5% | $4,212-18.4% |
| Admin fee / account holder | $2,750 | $5,964-53.9% | $6,127-55.1% | $7,344-62.5% |