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 | $78,138 | $67,411+15.9% | $91,001-14.1% | $70,131+11.4% |
| Participation rate | 34.7% | 71.4%-36.7pp | 75.6%-40.9pp | 69.5%-34.8pp |
| Annual return | 17.69% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $806 | $1,786-54.9% | $2,456-67.2% | $2,342-65.6% |
| Participant deferral / active EE | $1,276 | $2,823-54.8% | $3,547-64.0% | $3,332-61.7% |
| Admin fee / account holder | $1,319 | $4,236-68.9% | $5,417-75.6% | $4,645-71.6% |