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 | $62,671 | $58,264+7.6% | $86,612-27.6% | $71,457-12.3% |
| Participation rate | 46.5% | 65.0%-18.5pp | 71.7%-25.2pp | 67.9%-21.4pp |
| Annual return | 16.53% | 21.63%-5.1pp | 591.07%-574.5pp | 28.85%-12.3pp |
| Employer contribution / active EE | $844 | $2,574-67.2% | $3,022-72.1% | $2,588-67.4% |
| Participant deferral / active EE | $2,596 | $3,436-24.5% | $4,438-41.5% | $4,289-39.5% |
| Admin fee / account holder | $1,693 | $1,057+60.2% | $5,614-69.8% | $1,587+6.7% |