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 | $62,205 | $57,828+7.6% | $117,039-46.9% | $70,131-11.3% |
| Participation rate | 36.1% | 67.1%-31.0pp | 77.2%-41.1pp | 69.5%-33.4pp |
| Annual return | 20.57% | 17.55%+3.0pp | 18.95%+1.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $573 | $1,816-68.4% | $3,785-84.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,390 | $2,438-43.0% | $3,929-64.6% | $3,332-58.3% |
| Admin fee / account holder | $302 | $3,548-91.5% | $5,974-95.0% | $4,645-93.5% |