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 | $70,676 | $70,428+0.4% | $96,562-26.8% | $85,850-17.7% |
| Participation rate | 35.7% | 61.8%-26.1pp | 69.8%-34.1pp | 69.3%-33.6pp |
| Annual return | 15.97% | 18.59%-2.6pp | 37.78%-21.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,651 | $1,413+16.9% | $2,356-29.9% | $2,565-35.6% |
| Participant deferral / active EE | $6,819 | $2,894+135.6% | $3,849+77.2% | $3,952+72.6% |
| Admin fee / account holder | $541 | $4,997-89.2% | $6,181-91.3% | $6,260-91.4% |