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 | $70,875 | $54,705+29.6% | $71,209-0.5% | $84,808-16.4% |
| Participation rate | 36.4% | 64.1%-27.7pp | 73.8%-37.4pp | 68.3%-31.9pp |
| Annual return | 18.80% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,168 | $2,158-45.9% | $2,721-57.1% | $2,631-55.6% |
| Participant deferral / active EE | $2,545 | $3,030-16.0% | $4,175-39.0% | $4,212-39.6% |
| Admin fee / account holder | $3,157 | $4,863-35.1% | $5,349-41.0% | $7,344-57.0% |