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 | $66,570 | $113,339-41.3% | $94,993-29.9% | $147,584-54.9% |
| Participation rate | 61.9% | 78.0%-16.1pp | 73.9%-12.0pp | 82.8%-20.9pp |
| Annual return | 27.24% | 20.77%+6.5pp | 27.12%+0.1pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,386 | $3,160-56.1% | $2,603-46.8% | $4,876-71.6% |
| Participant deferral / active EE | $3,461 | $3,777-8.4% | $3,317+4.3% | $5,439-36.4% |
| Admin fee / account holder | $2,400 | $6,063-60.4% | $4,960-51.6% | $10,885-77.9% |