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 | $51,507 | $51,576-0.1% | $129,207-60.1% | $80,856-36.3% |
| Participation rate | 59.3% | 57.0%+2.3pp | 69.6%-10.3pp | 67.6%-8.3pp |
| Annual return | 13.89% | 20.81%-6.9pp | 9417.33%-9403.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,106 | $1,584+33.0% | $4,153-49.3% | $2,755-23.6% |
| Participant deferral / active EE | $3,095 | $2,669+16.0% | $4,168-25.7% | $4,296-27.9% |
| Admin fee / account holder | $2,540 | $4,305-41.0% | $7,715-67.1% | $6,918-63.3% |