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 | $37,768 | $37,426+0.9% | $77,482-51.3% | $79,858-52.7% |
| Participation rate | 52.9% | 41.5%+11.3pp | 54.2%-1.3pp | 69.6%-16.8pp |
| Annual return | 11.58% | 39.70%-28.1pp | 54.79%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $274 | $637-57.0% | $986-72.2% | $2,471-88.9% |
| Participant deferral / active EE | $1,206 | $1,260-4.3% | $1,861-35.2% | $3,740-67.8% |
| Admin fee / account holder | $6,748 | $2,504+169.5% | $2,858+136.1% | $5,306+27.2% |