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 | $68,220 | $74,927-9.0% | $101,794-33.0% | $84,808-19.6% |
| Participation rate | 49.2% | 61.4%-12.3pp | 69.2%-20.0pp | 68.3%-19.2pp |
| Annual return | 13.57% | 18.70%-5.1pp | 30.53%-17.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $391 | $1,522-74.3% | $2,289-82.9% | $2,631-85.1% |
| Participant deferral / active EE | $3,171 | $3,099+2.3% | $4,084-22.4% | $4,212-24.7% |
| Admin fee / account holder | $2,791 | $6,514-57.2% | $8,777-68.2% | $7,344-62.0% |