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 | $49,020 | $58,512-16.2% | $84,015-41.7% | $72,985-32.8% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 25.99% | 28.93%-2.9pp | 71.31%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $500 | $1,163-57.0% | $1,983-74.8% | $2,440-79.5% |
| Participant deferral / active EE | $2,592 | $2,394+8.3% | $3,239-20.0% | $3,607-28.2% |
| Admin fee / account holder | $2,755 | $4,569-39.7% | $6,101-54.8% | $5,124-46.2% |