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 | $69,493 | $115,882-40.0% | $100,516-30.9% | $158,922-56.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 7.67% | 34.79%-27.1pp | 30.89%-23.2pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,058 | $4,103-74.2% | $3,418-69.0% | $4,761-77.8% |
| Participant deferral / active EE | $4,396 | $6,674-34.1% | $6,270-29.9% | $5,982-26.5% |
| Admin fee / account holder | $555 | $10,995-95.0% | $8,081-93.1% | $11,246-95.1% |