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 | $54,936 | $74,927-26.7% | $101,794-46.0% | $84,808-35.2% |
| Participation rate | 55.1% | 61.4%-6.3pp | 69.2%-14.1pp | 68.3%-13.3pp |
| Annual return | 48.19% | 18.70%+29.5pp | 30.53%+17.7pp | 40.90%+7.3pp |
| Employer contribution / active EE | $930 | $1,522-38.9% | $2,289-59.4% | $2,631-64.6% |
| Participant deferral / active EE | $3,704 | $3,099+19.5% | $4,084-9.3% | $4,212-12.0% |
| Admin fee / account holder | $8,942 | $6,514+37.3% | $8,777+1.9% | $7,344+21.8% |