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 | $63,196 | $58,512+8.0% | $84,015-24.8% | $72,985-13.4% |
| Participation rate | 51.1% | 61.2%-10.2pp | 69.0%-17.9pp | 69.5%-18.4pp |
| Annual return | 21.14% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $798 | $1,163-31.4% | $1,983-59.8% | $2,440-67.3% |
| Participant deferral / active EE | $2,723 | $2,394+13.8% | $3,239-15.9% | $3,607-24.5% |
| Admin fee / account holder | $3,564 | $4,569-22.0% | $6,101-41.6% | $5,124-30.5% |