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 | $75,425 | $89,753-16.0% | $107,525-29.9% | $84,808-11.1% |
| Participation rate | 51.4% | 68.1%-16.7pp | 75.1%-23.7pp | 68.3%-17.0pp |
| Annual return | 14.70% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,418 | $3,113-22.4% | $3,754-35.6% | $2,631-8.1% |
| Participant deferral / active EE | $3,752 | $4,056-7.5% | $5,116-26.7% | $4,212-10.9% |
| Admin fee / account holder | $1,294 | $7,222-82.1% | $8,919-85.5% | $7,344-82.4% |