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 | $70,469 | $94,625-25.5% | $116,228-39.4% | $84,808-16.9% |
| Participation rate | 57.9% | 70.4%-12.6pp | 74.6%-16.7pp | 68.3%-10.4pp |
| Annual return | 13.15% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,524 | $2,347-35.0% | $2,994-49.1% | $2,631-42.1% |
| Participant deferral / active EE | $5,352 | $3,972+34.7% | $4,953+8.1% | $4,212+27.1% |
| Admin fee / account holder | $5,359 | $10,091-46.9% | $11,989-55.3% | $7,344-27.0% |