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 | $67,189 | $70,428-4.6% | $96,562-30.4% | $85,850-21.7% |
| Participation rate | 64.1% | 61.8%+2.3pp | 69.8%-5.8pp | 69.3%-5.3pp |
| Annual return | 13.07% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,286 | $2,894+48.1% | $3,849+11.4% | $3,952+8.5% |
| Admin fee / account holder | $9,563 | $4,997+91.4% | $6,181+54.7% | $6,260+52.8% |