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 | $59,683 | $88,672-32.7% | $105,223-43.3% | $82,448-27.6% |
| Participation rate | 63.8% | 67.9%-4.1pp | 75.0%-11.2pp | 68.1%-4.2pp |
| Annual return | 14.91% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,293 | $3,048-24.8% | $3,689-37.8% | $2,551-10.1% |
| Participant deferral / active EE | $4,494 | $4,036+11.3% | $5,072-11.4% | $4,139+8.6% |
| Admin fee / account holder | $3,572 | $7,146-50.0% | $8,859-59.7% | $7,234-50.6% |