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 | $71,217 | $65,041+9.5% | $90,951-21.7% | $79,858-10.8% |
| Participation rate | 65.0% | 61.6%+3.4pp | 69.0%-4.0pp | 69.6%-4.6pp |
| Annual return | 14.35% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $826 | $1,247-33.7% | $2,122-61.1% | $2,471-66.6% |
| Participant deferral / active EE | $1,771 | $2,512-29.5% | $3,373-47.5% | $3,740-52.7% |
| Admin fee / account holder | $624 | $4,536-86.2% | $5,959-89.5% | $5,306-88.2% |