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 | $84,001 | $84,233-0.3% | $170,442-50.7% | $70,131+19.8% |
| Participation rate | 41.8% | 70.8%-29.1pp | 83.6%-41.8pp | 69.5%-27.8pp |
| Annual return | 21.14% | 23.06%-1.9pp | 205.93%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,485 | $3,387-56.1% | $5,433-72.7% | $2,342-36.6% |
| Participant deferral / active EE | $3,559 | $3,086+15.3% | $4,939-28.0% | $3,332+6.8% |
| Admin fee / account holder | $1,027 | $5,698-82.0% | $13,880-92.6% | $4,645-77.9% |