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 | $73,963 | $79,557-7.0% | $118,746-37.7% | $70,131+5.5% |
| Participation rate | 65.6% | 71.4%-5.8pp | 78.3%-12.7pp | 69.5%-4.0pp |
| Annual return | 14.38% | 25.64%-11.3pp | 24.54%-10.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,746 | $4,089-57.3% | $5,332-67.3% | $3,332-47.6% |
| Admin fee / account holder | $2,201 | $5,374-59.0% | $10,720-79.5% | $4,645-52.6% |