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 | $63,813 | $89,753-28.9% | $107,525-40.7% | $84,808-24.8% |
| Participation rate | 45.7% | 68.1%-22.3pp | 75.1%-29.4pp | 68.3%-22.6pp |
| Annual return | 18.62% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,557 | $3,113-50.0% | $3,754-58.5% | $2,631-40.8% |
| Participant deferral / active EE | $3,138 | $4,056-22.6% | $5,116-38.7% | $4,212-25.5% |
| Admin fee / account holder | $1,642 | $7,222-77.3% | $8,919-81.6% | $7,344-77.6% |