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 | $50,828 | $46,869+8.4% | $122,332-58.5% | $70,131-27.5% |
| Participation rate | 55.9% | 58.2%-2.3pp | 71.6%-15.8pp | 69.5%-13.7pp |
| Annual return | 15.93% | 24.22%-8.3pp | 30.27%-14.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $617 | $1,288-52.1% | $4,050-84.8% | $2,342-73.7% |
| Participant deferral / active EE | $2,871 | $2,166+32.5% | $3,287-12.7% | $3,332-13.8% |
| Admin fee / account holder | $5,989 | $3,322+80.2% | $5,478+9.3% | $4,645+28.9% |