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 | $66,313 | $78,672-15.7% | $109,143-39.2% | $85,850-22.8% |
| Participation rate | 65.3% | 68.3%-3.0pp | 75.9%-10.6pp | 69.3%-4.1pp |
| Annual return | 18.54% | 25.09%-6.5pp | 25.75%-7.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,576 | $2,735-42.4% | $3,722-57.7% | $2,565-38.6% |
| Participant deferral / active EE | $4,697 | $3,467+35.5% | $4,653+0.9% | $3,952+18.8% |
| Admin fee / account holder | $5,886 | $5,469+7.6% | $6,752-12.8% | $6,260-6.0% |