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 | $53,386 | $58,512-8.8% | $84,015-36.5% | $72,985-26.9% |
| Participation rate | 53.9% | 61.2%-7.3pp | 69.0%-15.1pp | 69.5%-15.5pp |
| Annual return | 22.14% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $939 | $1,163-19.2% | $1,983-52.6% | $2,440-61.5% |
| Participant deferral / active EE | $2,487 | $2,394+3.9% | $3,239-23.2% | $3,607-31.1% |
| Admin fee / account holder | $2,034 | $4,569-55.5% | $6,101-66.7% | $5,124-60.3% |