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 | $64,708 | $109,881-41.1% | $150,045-56.9% | $84,808-23.7% |
| Participation rate | 53.3% | 76.1%-22.8pp | 82.3%-29.0pp | 68.3%-15.0pp |
| Annual return | 17.16% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,019 | $3,561-43.3% | $4,693-57.0% | $2,631-23.3% |
| Participant deferral / active EE | $4,056 | $6,636-38.9% | $7,997-49.3% | $4,212-3.7% |
| Admin fee / account holder | $4,035 | $8,568-52.9% | $13,435-70.0% | $7,344-45.1% |