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 | $68,169 | $81,248-16.1% | $155,509-56.2% | $80,856-15.7% |
| Participation rate | 61.9% | 66.2%-4.3pp | 78.2%-16.3pp | 67.6%-5.7pp |
| Annual return | 16.89% | 33.31%-16.4pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,088 | $3,100-32.6% | $4,672-55.3% | $2,755-24.2% |
| Participant deferral / active EE | $3,255 | $3,452-5.7% | $5,626-42.1% | $4,296-24.2% |
| Admin fee / account holder | $2,546 | $7,997-68.2% | $15,912-84.0% | $6,918-63.2% |