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 | $67,759 | $106,515-36.4% | $96,683-29.9% | $139,434-51.4% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 16.24% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $970 | $4,103-76.4% | $3,737-74.0% | $4,751-79.6% |
| Participant deferral / active EE | $3,306 | $5,454-39.4% | $4,878-32.2% | $6,710-50.7% |
| Admin fee / account holder | $1,179 | $7,877-85.0% | $6,730-82.5% | $11,403-89.7% |