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 | $60,869 | $66,402-8.3% | $109,895-44.6% | $85,850-29.1% |
| Participation rate | 69.4% | 63.9%+5.5pp | 74.2%-4.8pp | 69.3%+0.1pp |
| Annual return | 12.39% | 19.59%-7.2pp | 29.45%-17.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $720 | $1,687-57.3% | $2,842-74.7% | $2,565-71.9% |
| Participant deferral / active EE | $4,003 | $2,842+40.8% | $4,048-1.1% | $3,952+1.3% |
| Admin fee / account holder | $1,920 | $4,557-57.9% | $6,066-68.4% | $6,260-69.3% |