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 | $75,507 | $72,012+4.9% | $185,823-59.4% | $79,858-5.4% |
| Participation rate | 36.4% | 65.8%-29.4pp | 78.0%-41.7pp | 69.6%-33.3pp |
| Annual return | 22.32% | 23.12%-0.8pp | 35.95%-13.6pp | 31.71%-9.4pp |
| Employer contribution / active EE | $720 | $1,965-63.3% | $4,087-82.4% | $2,471-70.8% |
| Participant deferral / active EE | $1,692 | $3,779-55.2% | $5,632-70.0% | $3,740-54.8% |
| Admin fee / account holder | $1,190 | $4,513-73.6% | $9,500-87.5% | $5,306-77.6% |