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 | $60,449 | $59,839+1.0% | $81,983-26.3% | $79,858-24.3% |
| Participation rate | 52.5% | 61.6%-9.1pp | 69.2%-16.7pp | 69.6%-17.1pp |
| Annual return | 87.11% | 17.56%+69.5pp | 41.31%+45.8pp | 31.71%+55.4pp |
| Employer contribution / active EE | $1,490 | $1,713-13.1% | $2,498-40.4% | $2,471-39.7% |
| Participant deferral / active EE | $3,055 | $2,695+13.4% | $3,722-17.9% | $3,740-18.3% |
| Admin fee / account holder | $6,801 | $4,287+58.6% | $5,664+20.1% | $5,306+28.2% |