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 | $57,578 | $56,317+2.2% | $71,209-19.1% | $74,304-22.5% |
| Participation rate | 39.3% | 55.1%-15.8pp | 73.8%-34.5pp | 60.3%-21.1pp |
| Annual return | 14.99% | 42.83%-27.8pp | 282.51%-267.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $407 | $2,160-81.2% | $2,721-85.0% | $2,241-81.8% |
| Participant deferral / active EE | $1,706 | $2,788-38.8% | $4,175-59.1% | $3,767-54.7% |
| Admin fee / account holder | $8,218 | $2,290+258.9% | $5,349+53.7% | $2,969+176.8% |