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 | $62,452 | $78,672-20.6% | $109,143-42.8% | $85,850-27.3% |
| Participation rate | 38.1% | 68.3%-30.2pp | 75.9%-37.8pp | 69.3%-31.2pp |
| Annual return | 16.22% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,088 | $2,735+12.9% | $3,722-17.0% | $2,565+20.4% |
| Participant deferral / active EE | $5,711 | $3,467+64.7% | $4,653+22.7% | $3,952+44.5% |
| Admin fee / account holder | $4,287 | $5,469-21.6% | $6,752-36.5% | $6,260-31.5% |