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 | $67,465 | $63,703+5.9% | $93,063-27.5% | $82,448-18.2% |
| Participation rate | 55.0% | 63.8%-8.8pp | 72.1%-17.1pp | 68.1%-13.1pp |
| Annual return | 14.60% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.0pp |
| Employer contribution / active EE | $465 | $1,729-73.1% | $2,476-81.2% | $2,551-81.8% |
| Participant deferral / active EE | $2,591 | $2,919-11.3% | $3,958-34.5% | $4,139-37.4% |
| Admin fee / account holder | $2,136 | $5,982-64.3% | $6,033-64.6% | $7,234-70.5% |