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 | $62,949 | $65,365-3.7% | $92,893-32.2% | $72,985-13.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 23.14% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,152 | $2,594-17.1% | $3,653-41.1% | $2,440-11.8% |
| Participant deferral / active EE | $4,248 | $3,128+35.8% | $4,236+0.3% | $3,607+17.8% |
| Admin fee / account holder | $756 | $4,251-82.2% | $5,794-87.0% | $5,124-85.2% |