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 | $69,095 | $58,512+18.1% | $84,015-17.8% | $72,985-5.3% |
| Participation rate | 50.7% | 61.2%-10.5pp | 69.0%-18.3pp | 69.5%-18.8pp |
| Annual return | 23.94% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $643 | $1,163-44.7% | $1,983-67.6% | $2,440-73.6% |
| Participant deferral / active EE | $3,677 | $2,394+53.6% | $3,239+13.5% | $3,607+1.9% |
| Admin fee / account holder | $1,203 | $4,569-73.7% | $6,101-80.3% | $5,124-76.5% |