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 | $70,368 | $72,277-2.6% | $101,248-30.5% | $79,858-11.9% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | 17.29% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,041 | $2,692-24.2% | $3,660-44.2% | $2,471-17.4% |
| Participant deferral / active EE | $2,514 | $3,282-23.4% | $4,370-42.5% | $3,740-32.8% |
| Admin fee / account holder | $651 | $4,400-85.2% | $5,945-89.1% | $5,306-87.7% |