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 | $64,324 | $63,346+1.5% | $92,233-30.3% | $70,131-8.3% |
| Participation rate | 37.7% | 68.7%-30.9pp | 76.5%-38.7pp | 69.5%-31.8pp |
| Annual return | 17.32% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,291 | $2,471-47.7% | $3,679-64.9% | $2,342-44.9% |
| Participant deferral / active EE | $3,295 | $2,854+15.5% | $3,897-15.4% | $3,332-1.1% |
| Admin fee / account holder | $3,552 | $3,840-7.5% | $5,194-31.6% | $4,645-23.5% |