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 | $73,976 | $65,041+13.7% | $90,951-18.7% | $79,858-7.4% |
| Participation rate | 46.7% | 61.6%-14.9pp | 69.0%-22.3pp | 69.6%-22.9pp |
| Annual return | 14.81% | 30.45%-15.6pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,487 | $1,247+19.2% | $2,122-29.9% | $2,471-39.8% |
| Participant deferral / active EE | $2,570 | $2,512+2.3% | $3,373-23.8% | $3,740-31.3% |
| Admin fee / account holder | $2,717 | $4,536-40.1% | $5,959-54.4% | $5,306-48.8% |