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 | $70,490 | $102,605-31.3% | $145,661-51.6% | $84,808-16.9% |
| Participation rate | 32.4% | 74.3%-41.9pp | 77.2%-44.9pp | 68.3%-36.0pp |
| Annual return | 16.77% | 26.50%-9.7pp | 101.46%-84.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,068 | $3,325-67.9% | $4,238-74.8% | $2,631-59.4% |
| Participant deferral / active EE | $1,881 | $5,750-67.3% | $7,198-73.9% | $4,212-55.3% |
| Admin fee / account holder | $949 | $8,758-89.2% | $12,466-92.4% | $7,344-87.1% |