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 | $82,156 | $89,753-8.5% | $107,525-23.6% | $84,808-3.1% |
| Participation rate | 27.6% | 68.1%-40.5pp | 75.1%-47.5pp | 68.3%-40.7pp |
| Annual return | 16.00% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,292 | $3,113-58.5% | $3,754-65.6% | $2,631-50.9% |
| Participant deferral / active EE | $2,554 | $4,056-37.0% | $5,116-50.1% | $4,212-39.3% |
| Admin fee / account holder | $869 | $7,222-88.0% | $8,919-90.3% | $7,344-88.2% |