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 | $62,565 | $58,851+6.3% | $115,157-45.7% | $72,985-14.3% |
| Participation rate | 43.1% | 65.5%-22.4pp | 75.9%-32.8pp | 69.5%-26.3pp |
| Annual return | 76.05% | 23.16%+52.9pp | 35.60%+40.4pp | 81.00%-5.0pp |
| Employer contribution / active EE | $1,131 | $1,798-37.1% | $3,179-64.4% | $2,440-53.6% |
| Participant deferral / active EE | $1,655 | $2,643-37.4% | $4,168-60.3% | $3,607-54.1% |
| Admin fee / account holder | $5,576 | $6,370-12.5% | $7,088-21.3% | $5,124+8.8% |