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 | $70,050 | $81,446-14.0% | $103,374-32.2% | $80,874-13.4% |
| Participation rate | 64.0% | 66.9%-2.9pp | 74.5%-10.5pp | 67.6%-3.6pp |
| Annual return | 12.77% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,176 | $3,107-62.2% | $3,869-69.6% | $2,756-57.3% |
| Participant deferral / active EE | $2,112 | $3,870-45.4% | $5,058-58.2% | $4,297-50.9% |
| Admin fee / account holder | $887 | $6,715-86.8% | $8,394-89.4% | $6,935-87.2% |