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 | $69,271 | $54,541+27.0% | $78,778-12.1% | $70,131-1.2% |
| Participation rate | 40.3% | 60.8%-20.5pp | 69.2%-28.9pp | 69.5%-29.3pp |
| Annual return | 18.39% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $359 | $1,089-67.0% | $1,986-81.9% | $2,342-84.7% |
| Participant deferral / active EE | $1,139 | $2,210-48.5% | $2,958-61.5% | $3,332-65.8% |
| Admin fee / account holder | $6,605 | $3,709+78.1% | $5,134+28.7% | $4,645+42.2% |