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 | $74,773 | $69,515+7.6% | $86,874-13.9% | $85,850-12.9% |
| Participation rate | 29.4% | 66.3%-36.9pp | 71.6%-42.2pp | 69.3%-39.9pp |
| Annual return | 15.98% | 20.12%-4.1pp | 63.52%-47.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $376 | $1,880-80.0% | $2,495-84.9% | $2,565-85.3% |
| Participant deferral / active EE | $1,541 | $2,919-47.2% | $3,699-58.3% | $3,952-61.0% |
| Admin fee / account holder | $3,166 | $5,972-47.0% | $5,828-45.7% | $6,260-49.4% |