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 | $71,762 | $72,277-0.7% | $101,248-29.1% | $79,858-10.1% |
| Participation rate | 65.5% | 68.5%-3.0pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 15.76% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $742 | $2,692-72.4% | $3,660-79.7% | $2,471-69.9% |
| Participant deferral / active EE | $3,246 | $3,282-1.1% | $4,370-25.7% | $3,740-13.2% |
| Admin fee / account holder | $13,725 | $4,400+211.9% | $5,945+130.9% | $5,306+158.7% |