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 | $61,131 | $71,050-14.0% | $93,606-34.7% | $80,856-24.4% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.6%-9.9pp |
| Annual return | 13.40% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,546 | $1,564-1.1% | $2,420-36.1% | $2,755-43.9% |
| Participant deferral / active EE | $4,056 | $4,034+0.5% | $4,411-8.1% | $4,296-5.6% |
| Admin fee / account holder | $3,803 | $6,945-45.2% | $8,285-54.1% | $6,918-45.0% |