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 | $57,938 | $48,364+19.8% | $71,796-19.3% | $62,891-7.9% |
| Participation rate | 55.8% | 60.6%-4.8pp | 69.1%-13.3pp | 69.3%-13.5pp |
| Annual return | 9.29% | 13.16%-3.9pp | 78.04%-68.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,019 | $1,042-2.2% | $1,924-47.0% | $2,281-55.3% |
| Participant deferral / active EE | $2,487 | $2,091+18.9% | $2,794-11.0% | $3,203-22.4% |
| Admin fee / account holder | $1,487 | $3,771-60.6% | $4,815-69.1% | $4,296-65.4% |