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 | $70,907 | $69,977+1.3% | $108,579-34.7% | $62,891+12.7% |
| Participation rate | 63.3% | 72.9%-9.6pp | 79.6%-16.2pp | 69.3%-6.0pp |
| Annual return | 12.88% | 10.73%+2.1pp | -51.70%+64.6pp | 20.14%-7.3pp |
| Employer contribution / active EE | $721 | $2,135-66.2% | $3,758-80.8% | $2,281-68.4% |
| Participant deferral / active EE | $3,278 | $3,165+3.6% | $4,311-24.0% | $3,203+2.4% |
| Admin fee / account holder | $474 | $5,076-90.7% | $7,645-93.8% | $4,296-89.0% |