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 | $67,156 | $70,669-5.0% | $169,368-60.3% | $75,163-10.7% |
| Participation rate | 42.2% | 64.8%-22.6pp | 77.1%-35.0pp | 67.2%-25.0pp |
| Annual return | 15.08% | 36.36%-21.3pp | 405.60%-390.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $883 | $2,211-60.1% | $4,013-78.0% | $2,670-66.9% |
| Participant deferral / active EE | $2,199 | $4,311-49.0% | $6,221-64.7% | $4,125-46.7% |
| Admin fee / account holder | $3,233 | $5,402-40.1% | $9,003-64.1% | $5,651-42.8% |