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 | $70,799 | $63,114+12.2% | $92,893-23.8% | $65,185+8.6% |
| Participation rate | 51.4% | 68.8%-17.4pp | 76.0%-24.7pp | 70.2%-18.8pp |
| Annual return | 20.59% | 28.75%-8.2pp | 109.41%-88.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $725 | $2,571-71.8% | $3,653-80.2% | $2,177-66.7% |
| Participant deferral / active EE | $2,086 | $3,108-32.9% | $4,236-50.8% | $3,514-40.6% |
| Admin fee / account holder | $1,966 | $624+215.3% | $5,794-66.1% | $847+132.1% |