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 | $60,641 | $72,277-16.1% | $101,248-40.1% | $79,858-24.1% |
| Participation rate | 63.7% | 68.5%-4.7pp | 75.8%-12.1pp | 69.6%-5.9pp |
| Annual return | 28.81% | 22.30%+6.5pp | 46.47%-17.7pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,401 | $2,692-47.9% | $3,660-61.7% | $2,471-43.3% |
| Participant deferral / active EE | $3,937 | $3,282+20.0% | $4,370-9.9% | $3,740+5.3% |
| Admin fee / account holder | $1,080 | $4,400-75.4% | $5,945-81.8% | $5,306-79.6% |