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 | $67,492 | $58,851+14.7% | $115,157-41.4% | $72,985-7.5% |
| Participation rate | 47.2% | 65.5%-18.3pp | 75.9%-28.7pp | 69.5%-22.3pp |
| Annual return | 22.80% | 23.16%-0.4pp | 35.60%-12.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $972 | $1,798-45.9% | $3,179-69.4% | $2,440-60.2% |
| Participant deferral / active EE | $2,276 | $2,643-13.9% | $4,168-45.4% | $3,607-36.9% |
| Admin fee / account holder | $9,171 | $6,370+44.0% | $7,088+29.4% | $5,124+79.0% |