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 | $75,781 | $74,927+1.1% | $101,794-25.6% | $84,808-10.6% |
| Participation rate | 49.1% | 61.4%-12.3pp | 69.2%-20.1pp | 68.3%-19.2pp |
| Annual return | 13.76% | 18.70%-4.9pp | 30.53%-16.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $509 | $1,522-66.6% | $2,289-77.8% | $2,631-80.7% |
| Participant deferral / active EE | $2,431 | $3,099-21.5% | $4,084-40.5% | $4,212-42.3% |
| Admin fee / account holder | $798 | $6,514-87.8% | $8,777-90.9% | $7,344-89.1% |