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 | $46,723 | $51,576-9.4% | $129,207-63.8% | $80,856-42.2% |
| Participation rate | 36.1% | 57.0%-20.9pp | 69.6%-33.5pp | 67.6%-31.5pp |
| Annual return | 15.97% | 20.81%-4.8pp | 9417.33%-9401.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $748 | $1,584-52.8% | $4,153-82.0% | $2,755-72.8% |
| Participant deferral / active EE | $2,755 | $2,669+3.2% | $4,168-33.9% | $4,296-35.9% |
| Admin fee / account holder | $4,707 | $4,305+9.3% | $7,715-39.0% | $6,918-32.0% |