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 | $68,621 | $72,277-5.1% | $101,248-32.2% | $79,858-14.1% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.8pp | 69.6%-15.6pp |
| Annual return | 14.87% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,064 | $2,692-23.3% | $3,660-43.6% | $2,471-16.5% |
| Participant deferral / active EE | $3,371 | $3,282+2.7% | $4,370-22.9% | $3,740-9.9% |
| Admin fee / account holder | $2,666 | $4,400-39.4% | $5,945-55.2% | $5,306-49.8% |