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 | $57,046 | $56,317+1.3% | $71,209-19.9% | $74,304-23.2% |
| Participation rate | 43.0% | 55.1%-12.1pp | 73.8%-30.8pp | 60.3%-17.4pp |
| Annual return | 17.21% | 42.83%-25.6pp | 282.51%-265.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $582 | $2,160-73.1% | $2,721-78.6% | $2,241-74.0% |
| Participant deferral / active EE | $1,274 | $2,788-54.3% | $4,175-69.5% | $3,767-66.2% |
| Admin fee / account holder | $2,533 | $2,290+10.6% | $5,349-52.6% | $2,969-14.7% |