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 | $61,787 | $74,927-17.5% | $101,794-39.3% | $84,808-27.1% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.2%-12.9pp | 68.3%-12.1pp |
| Annual return | 17.93% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $801 | $1,522-47.4% | $2,289-65.0% | $2,631-69.5% |
| Participant deferral / active EE | $4,144 | $3,099+33.7% | $4,084+1.5% | $4,212-1.6% |
| Admin fee / account holder | $3,339 | $6,514-48.7% | $8,777-62.0% | $7,344-54.5% |