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 | $57,689 | $54,762+5.3% | $90,281-36.1% | $72,985-21.0% |
| Participation rate | 53.4% | 65.1%-11.7pp | 73.3%-19.8pp | 69.5%-16.1pp |
| Annual return | 24.03% | 30.63%-6.6pp | 78.10%-54.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,902 | $2,092-9.1% | $2,854-33.4% | $2,440-22.0% |
| Participant deferral / active EE | $3,849 | $2,887+33.3% | $3,885-0.9% | $3,607+6.7% |
| Admin fee / account holder | $9,022 | $3,972+127.1% | $5,351+68.6% | $5,124+76.1% |