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 | $67,201 | $65,041+3.3% | $90,951-26.1% | $79,858-15.8% |
| Participation rate | 47.9% | 61.6%-13.7pp | 69.0%-21.1pp | 69.6%-21.7pp |
| Annual return | 12.61% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $932 | $1,247-25.3% | $2,122-56.1% | $2,471-62.3% |
| Participant deferral / active EE | $2,542 | $2,512+1.2% | $3,373-24.6% | $3,740-32.0% |
| Admin fee / account holder | $5,413 | $4,536+19.3% | $5,959-9.2% | $5,306+2.0% |