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 | $52,228 | $51,576+1.3% | $129,207-59.6% | $80,856-35.4% |
| Participation rate | 54.9% | 57.0%-2.1pp | 69.6%-14.7pp | 67.6%-12.8pp |
| Annual return | 17.16% | 20.81%-3.6pp | 9417.33%-9400.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $561 | $1,584-64.6% | $4,153-86.5% | $2,755-79.6% |
| Participant deferral / active EE | $2,827 | $2,669+5.9% | $4,168-32.2% | $4,296-34.2% |
| Admin fee / account holder | $2,096 | $4,305-51.3% | $7,715-72.8% | $6,918-69.7% |