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 | $47,759 | $48,230-1.0% | $67,502-29.2% | $80,856-40.9% |
| Participation rate | 60.2% | 66.4%-6.2pp | 72.9%-12.7pp | 67.6%-7.4pp |
| Annual return | 13.07% | 18.28%-5.2pp | 3512.12%-3499.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $523 | $2,020-74.1% | $2,731-80.9% | $2,755-81.0% |
| Participant deferral / active EE | $3,096 | $2,924+5.9% | $4,000-22.6% | $4,296-27.9% |
| Admin fee / account holder | $2,235 | $3,681-39.3% | $3,998-44.1% | $6,918-67.7% |