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 | $78,105 | $66,098+18.2% | $101,794-23.3% | $74,304+5.1% |
| Participation rate | 41.1% | 53.8%-12.7pp | 69.2%-28.1pp | 60.3%-19.3pp |
| Annual return | 14.97% | 19.59%-4.6pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $669 | $1,082-38.1% | $2,289-70.8% | $2,241-70.1% |
| Participant deferral / active EE | $1,785 | $2,781-35.8% | $4,084-56.3% | $3,767-52.6% |
| Admin fee / account holder | $1,430 | $4,146-65.5% | $8,777-83.7% | $2,969-51.8% |