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 | $53,105 | $53,018+0.2% | $70,014-24.2% | $62,891-15.6% |
| Participation rate | 60.0% | 67.2%-7.2pp | 71.8%-11.8pp | 69.3%-9.3pp |
| Annual return | 6.61% | 13.35%-6.7pp | 12.99%-6.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $950 | $1,799-47.2% | $2,338-59.4% | $2,281-58.4% |
| Participant deferral / active EE | $1,369 | $2,395-42.9% | $2,931-53.3% | $3,203-57.3% |
| Admin fee / account holder | $6,931 | $3,690+87.8% | $4,380+58.2% | $4,296+61.3% |