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 | $62,307 | $58,828+5.9% | $77,999-20.1% | $62,891-0.9% |
| Participation rate | 54.4% | 71.1%-16.6pp | 75.5%-21.1pp | 69.3%-14.9pp |
| Annual return | 6.84% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $837 | $1,672-49.9% | $2,470-66.1% | $2,281-63.3% |
| Participant deferral / active EE | $1,890 | $2,686-29.6% | $3,497-46.0% | $3,203-41.0% |
| Admin fee / account holder | $2,736 | $4,393-37.7% | $5,480-50.1% | $4,296-36.3% |