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 | $52,176 | $57,590-9.4% | $86,233-39.5% | $82,448-36.7% |
| Participation rate | 60.6% | 57.9%+2.7pp | 69.0%-8.4pp | 68.1%-7.5pp |
| Annual return | 37.40% | 22.41%+15.0pp | 61.39%-24.0pp | 41.64%-4.2pp |
| Employer contribution / active EE | $1,187 | $1,655-28.3% | $2,504-52.6% | $2,551-53.5% |
| Participant deferral / active EE | $3,613 | $3,080+17.3% | $4,559-20.7% | $4,139-12.7% |
| Admin fee / account holder | $1,209 | $4,730-74.4% | $8,342-85.5% | $7,234-83.3% |