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 | $75,557 | $101,724-25.7% | $164,813-54.2% | $80,856-6.6% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 14.23% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,289 | $2,953-22.5% | $4,341-47.3% | $2,755-16.9% |
| Participant deferral / active EE | $4,401 | $4,477-1.7% | $6,031-27.0% | $4,296+2.5% |
| Admin fee / account holder | $1,988 | $8,227-75.8% | $12,690-84.3% | $6,918-71.3% |