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 | $90,873 | $61,774+47.1% | $97,226-6.5% | $80,856+12.4% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.7%-15.1pp | 67.6%-10.1pp |
| Annual return | 11.91% | -557.90%+569.8pp | 75.13%-63.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $718 | $1,837-60.9% | $2,729-73.7% | $2,755-73.9% |
| Participant deferral / active EE | $1,323 | $3,029-56.3% | $4,264-69.0% | $4,296-69.2% |
| Admin fee / account holder | $3,310 | $5,166-35.9% | $5,654-41.5% | $6,918-52.2% |