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 | $73,008 | $72,277+1.0% | $101,248-27.9% | $79,858-8.6% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 14.93% | 22.30%-7.4pp | 46.47%-31.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $999 | $2,692-62.9% | $3,660-72.7% | $2,471-59.6% |
| Participant deferral / active EE | $2,662 | $3,282-18.9% | $4,370-39.1% | $3,740-28.8% |
| Admin fee / account holder | $2,158 | $4,400-51.0% | $5,945-63.7% | $5,306-59.3% |