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 | $50,000 | $54,705-8.6% | $71,209-29.8% | $84,808-41.0% |
| Participation rate | 62.3% | 64.1%-1.7pp | 73.8%-11.4pp | 68.3%-6.0pp |
| Annual return | 18.59% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $754 | $2,158-65.1% | $2,721-72.3% | $2,631-71.4% |
| Participant deferral / active EE | $1,540 | $3,030-49.2% | $4,175-63.1% | $4,212-63.4% |
| Admin fee / account holder | $2,256 | $4,863-53.6% | $5,349-57.8% | $7,344-69.3% |