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 | $51,619 | $49,915+3.4% | $154,803-66.7% | $74,304-30.5% |
| Participation rate | 48.7% | 54.0%-5.2pp | 78.1%-29.4pp | 60.3%-11.6pp |
| Annual return | 19.65% | 34.06%-14.4pp | 58.88%-39.2pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,567 | $1,611-2.7% | $4,305-63.6% | $2,241-30.1% |
| Participant deferral / active EE | $3,324 | $2,255+47.4% | $5,540-40.0% | $3,767-11.8% |
| Admin fee / account holder | $2,096 | $2,189-4.3% | $14,329-85.4% | $2,969-29.4% |