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 | $76,903 | $72,277+6.4% | $101,248-24.0% | $79,858-3.7% |
| Participation rate | 67.7% | 68.5%-0.7pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 13.58% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $992 | $2,692-63.1% | $3,660-72.9% | $2,471-59.9% |
| Participant deferral / active EE | $2,185 | $3,282-33.4% | $4,370-50.0% | $3,740-41.6% |
| Admin fee / account holder | $1,566 | $4,400-64.4% | $5,945-73.7% | $5,306-70.5% |