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 | $74,264 | $58,512+26.9% | $84,015-11.6% | $72,985+1.8% |
| Participation rate | 59.6% | 61.2%-1.7pp | 69.0%-9.4pp | 69.5%-9.9pp |
| Annual return | 17.71% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $464 | $1,163-60.1% | $1,983-76.6% | $2,440-81.0% |
| Participant deferral / active EE | $1,633 | $2,394-31.8% | $3,239-49.6% | $3,607-54.7% |
| Admin fee / account holder | $8,143 | $4,569+78.2% | $6,101+33.5% | $5,124+58.9% |