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 | $69,522 | $70,428-1.3% | $96,562-28.0% | $85,850-19.0% |
| Participation rate | 58.1% | 61.8%-3.7pp | 69.8%-11.7pp | 69.3%-11.3pp |
| Annual return | 16.61% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,032 | $1,413+43.8% | $2,356-13.8% | $2,565-20.8% |
| Participant deferral / active EE | $5,281 | $2,894+82.5% | $3,849+37.2% | $3,952+33.6% |
| Admin fee / account holder | $2,346 | $4,997-53.1% | $6,181-62.0% | $6,260-62.5% |