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 | $86,008 | $57,590+49.3% | $86,233-0.3% | $82,448+4.3% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.0%-20.9pp | 68.1%-19.9pp |
| Annual return | 15.74% | 22.41%-6.7pp | 61.39%-45.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $619 | $1,655-62.6% | $2,504-75.3% | $2,551-75.7% |
| Participant deferral / active EE | $875 | $3,080-71.6% | $4,559-80.8% | $4,139-78.9% |
| Admin fee / account holder | $764 | $4,730-83.9% | $8,342-90.8% | $7,234-89.4% |