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 | $85,510 | $69,977+22.2% | $108,579-21.2% | $62,891+36.0% |
| Participation rate | 67.2% | 72.9%-5.7pp | 79.6%-12.3pp | 69.3%-2.1pp |
| Annual return | 9.22% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $840 | $2,135-60.6% | $3,758-77.6% | $2,281-63.2% |
| Participant deferral / active EE | $3,158 | $3,165-0.2% | $4,311-26.7% | $3,203-1.4% |
| Admin fee / account holder | $1,920 | $5,076-62.2% | $7,645-74.9% | $4,296-55.3% |