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 | $79,816 | $78,705+1.4% | $117,854-32.3% | $70,131+13.8% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 16.52% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $504 | $2,223-77.4% | $3,786-86.7% | $2,342-78.5% |
| Participant deferral / active EE | $3,664 | $3,297+11.1% | $4,482-18.3% | $3,332+10.0% |
| Admin fee / account holder | $1,441 | $5,065-71.6% | $8,020-82.0% | $4,645-69.0% |