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 | $67,871 | $86,944-21.9% | $107,525-36.9% | $74,304-8.7% |
| Participation rate | 52.0% | 59.6%-7.6pp | 75.1%-23.1pp | 60.3%-8.4pp |
| Annual return | 13.66% | 23.52%-9.9pp | 181.32%-167.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,904 | $2,757-30.9% | $3,754-49.3% | $2,241-15.0% |
| Participant deferral / active EE | $2,913 | $3,554-18.0% | $5,116-43.1% | $3,767-22.7% |
| Admin fee / account holder | $434 | $3,727-88.3% | $8,919-95.1% | $2,969-85.4% |