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 | $74,131 | $65,041+14.0% | $90,951-18.5% | $79,858-7.2% |
| Participation rate | 41.1% | 61.6%-20.5pp | 69.0%-27.9pp | 69.6%-28.5pp |
| Annual return | 14.33% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $695 | $1,247-44.3% | $2,122-67.3% | $2,471-71.9% |
| Participant deferral / active EE | $1,823 | $2,512-27.4% | $3,373-45.9% | $3,740-51.2% |
| Admin fee / account holder | $8,669 | $4,536+91.1% | $5,959+45.5% | $5,306+63.4% |