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 | $65,796 | $61,272+7.4% | $149,673-56.0% | $71,457-7.9% |
| Participation rate | 56.6% | 62.5%-5.9pp | 78.8%-22.2pp | 67.9%-11.3pp |
| Annual return | 15.78% | 35.85%-20.1pp | 134.42%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,166 | $2,378-51.0% | $4,818-75.8% | $2,588-54.9% |
| Participant deferral / active EE | $2,189 | $2,917-25.0% | $5,680-61.5% | $4,289-49.0% |
| Admin fee / account holder | $6,201 | $1,261+391.6% | $13,210-53.1% | $1,587+290.7% |