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 | $59,440 | $58,208+2.1% | $81,812-27.3% | $80,856-26.5% |
| Participation rate | 57.1% | 63.4%-6.3pp | 72.3%-15.2pp | 67.6%-10.5pp |
| Annual return | 17.92% | 41.66%-23.7pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $970 | $2,340-58.6% | $2,912-66.7% | $2,755-64.8% |
| Participant deferral / active EE | $1,814 | $3,281-44.7% | $4,319-58.0% | $4,296-57.8% |
| Admin fee / account holder | $2,983 | $4,981-40.1% | $7,386-59.6% | $6,918-56.9% |