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 | $55,693 | $65,365-14.8% | $92,893-40.0% | $72,985-23.7% |
| Participation rate | 54.9% | 68.3%-13.4pp | 76.0%-21.1pp | 69.5%-14.6pp |
| Annual return | 21.79% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $738 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $3,096 | $3,128-1.0% | $4,236-26.9% | $3,607-14.2% |
| Admin fee / account holder | $8,311 | $4,251+95.5% | $5,794+43.4% | $5,124+62.2% |