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 | $56,994 | $54,705+4.2% | $71,209-20.0% | $84,808-32.8% |
| Participation rate | 46.5% | 64.1%-17.6pp | 73.8%-27.3pp | 68.3%-21.8pp |
| Annual return | 16.75% | 35.90%-19.1pp | 282.51%-265.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,198 | $2,158-44.5% | $2,721-56.0% | $2,631-54.5% |
| Participant deferral / active EE | $2,523 | $3,030-16.7% | $4,175-39.6% | $4,212-40.1% |
| Admin fee / account holder | $5,047 | $4,863+3.8% | $5,349-5.6% | $7,344-31.3% |