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 | $63,742 | $71,050-10.3% | $93,606-31.9% | $80,856-21.2% |
| Participation rate | 56.8% | 60.4%-3.6pp | 68.7%-11.9pp | 67.6%-10.8pp |
| Annual return | 23.84% | 11.26%+12.6pp | 133.20%-109.4pp | 35.59%-11.8pp |
| Employer contribution / active EE | $877 | $1,564-43.9% | $2,420-63.8% | $2,755-68.2% |
| Participant deferral / active EE | $3,043 | $4,034-24.5% | $4,411-31.0% | $4,296-29.2% |
| Admin fee / account holder | $3,716 | $6,945-46.5% | $8,285-55.1% | $6,918-46.3% |