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 | $52,949 | $49,915+6.1% | $154,803-65.8% | $74,304-28.7% |
| Participation rate | 11.7% | 54.0%-42.2pp | 78.1%-66.3pp | 60.3%-48.6pp |
| Annual return | 16.45% | 34.06%-17.6pp | 58.88%-42.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $350 | $1,611-78.3% | $4,305-91.9% | $2,241-84.4% |
| Participant deferral / active EE | $632 | $2,255-72.0% | $5,540-88.6% | $3,767-83.2% |
| Admin fee / account holder | $5,128 | $2,189+134.3% | $14,329-64.2% | $2,969+72.7% |