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 | $70,702 | $65,365+8.2% | $92,893-23.9% | $72,985-3.1% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 30.76% | 42.10%-11.3pp | 109.41%-78.7pp | 81.00%-50.2pp |
| Employer contribution / active EE | $2,128 | $2,594-18.0% | $3,653-41.7% | $2,440-12.8% |
| Participant deferral / active EE | $6,609 | $3,128+111.2% | $4,236+56.0% | $3,607+83.2% |
| Admin fee / account holder | $2,239 | $4,251-47.3% | $5,794-61.4% | $5,124-56.3% |