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 | $69,209 | $53,901+28.4% | $134,143-48.4% | $73,488-5.8% |
| Participation rate | 55.9% | 62.8%-6.9pp | 72.2%-16.3pp | 70.7%-14.8pp |
| Annual return | 16.12% | 15.82%+0.3pp | 36.33%-20.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $737 | $1,458-49.5% | $3,704-80.1% | $2,270-67.5% |
| Participant deferral / active EE | $2,218 | $2,739-19.0% | $3,499-36.6% | $3,740-40.7% |
| Admin fee / account holder | $1,608 | $581+177.1% | $6,684-75.9% | $513+213.5% |