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 | $86,496 | $80,717+7.2% | $154,803-44.1% | $84,808+2.0% |
| Participation rate | 43.3% | 66.8%-23.5pp | 78.1%-34.7pp | 68.3%-25.0pp |
| Annual return | 13.63% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $937 | $2,761-66.1% | $4,305-78.2% | $2,631-64.4% |
| Participant deferral / active EE | $2,271 | $3,303-31.2% | $5,540-59.0% | $4,212-46.1% |
| Admin fee / account holder | $5,318 | $6,746-21.2% | $14,329-62.9% | $7,344-27.6% |