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 | $57,390 | $56,317+1.9% | $71,209-19.4% | $74,304-22.8% |
| Participation rate | 37.1% | 55.1%-18.1pp | 73.8%-36.7pp | 60.3%-23.3pp |
| Annual return | 15.19% | 42.83%-27.6pp | 282.51%-267.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $963 | $2,160-55.4% | $2,721-64.6% | $2,241-57.1% |
| Participant deferral / active EE | $1,827 | $2,788-34.5% | $4,175-56.2% | $3,767-51.5% |
| Admin fee / account holder | $7,193 | $2,290+214.2% | $5,349+34.5% | $2,969+142.3% |