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 | $75,249 | $84,233-10.7% | $170,442-55.9% | $70,131+7.3% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.1pp |
| Annual return | 15.50% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $595 | $3,387-82.4% | $5,433-89.1% | $2,342-74.6% |
| Participant deferral / active EE | $1,181 | $3,086-61.7% | $4,939-76.1% | $3,332-64.5% |
| Admin fee / account holder | $1,767 | $5,698-69.0% | $13,880-87.3% | $4,645-62.0% |