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 | $64,639 | $80,717-19.9% | $154,803-58.2% | $84,808-23.8% |
| Participation rate | 53.2% | 66.8%-13.6pp | 78.1%-24.8pp | 68.3%-15.1pp |
| Annual return | 22.16% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,418 | $2,761-48.7% | $4,305-67.1% | $2,631-46.1% |
| Participant deferral / active EE | $2,327 | $3,303-29.6% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $3,985 | $6,746-40.9% | $14,329-72.2% | $7,344-45.7% |