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 | $60,625 | $58,512+3.6% | $84,015-27.8% | $72,985-16.9% |
| Participation rate | 60.5% | 61.2%-0.8pp | 69.0%-8.5pp | 69.5%-9.0pp |
| Annual return | 20.88% | 28.93%-8.1pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $693 | $1,163-40.4% | $1,983-65.1% | $2,440-71.6% |
| Participant deferral / active EE | $2,776 | $2,394+16.0% | $3,239-14.3% | $3,607-23.1% |
| Admin fee / account holder | $1,555 | $4,569-66.0% | $6,101-74.5% | $5,124-69.7% |