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 | $88,672-14.9% | $105,223-28.3% | $82,448-8.5% |
| Participation rate | 51.4% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 14.70% | 30.86%-16.2pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,418 | $3,048-20.7% | $3,689-34.5% | $2,551-5.2% |
| Participant deferral / active EE | $3,752 | $4,036-7.0% | $5,072-26.0% | $4,139-9.4% |
| Admin fee / account holder | $1,294 | $7,146-81.9% | $8,859-85.4% | $7,234-82.1% |