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 | $64,280 | $63,346+1.5% | $92,233-30.3% | $70,131-8.3% |
| Participation rate | 55.7% | 68.7%-13.0pp | 76.5%-20.8pp | 69.5%-13.9pp |
| Annual return | 16.71% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $669 | $2,471-72.9% | $3,679-81.8% | $2,342-71.4% |
| Participant deferral / active EE | $1,897 | $2,854-33.5% | $3,897-51.3% | $3,332-43.1% |
| Admin fee / account holder | $1,078 | $3,840-71.9% | $5,194-79.2% | $4,645-76.8% |