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 | $72,261 | $77,899-7.2% | $149,673-51.7% | $75,163-3.9% |
| Participation rate | 24.4% | 65.6%-41.2pp | 78.8%-54.4pp | 67.2%-42.8pp |
| Annual return | 14.30% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,066 | $3,137-66.0% | $4,818-77.9% | $2,670-60.1% |
| Participant deferral / active EE | $1,160 | $3,411-66.0% | $5,680-79.6% | $4,125-71.9% |
| Admin fee / account holder | $1,257 | $5,956-78.9% | $13,210-90.5% | $5,651-77.8% |