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 | $59,170 | $58,828+0.6% | $77,999-24.1% | $62,891-5.9% |
| Participation rate | 64.0% | 71.1%-7.1pp | 75.5%-11.5pp | 69.3%-5.3pp |
| Annual return | 10.64% | 17.16%-6.5pp | 425.96%-415.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $480 | $1,672-71.3% | $2,470-80.6% | $2,281-78.9% |
| Participant deferral / active EE | $2,246 | $2,686-16.4% | $3,497-35.8% | $3,203-29.9% |
| Admin fee / account holder | $1,454 | $4,393-66.9% | $5,480-73.5% | $4,296-66.2% |