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 | $72,962 | $91,552-20.3% | $133,956-45.5% | $79,858-8.6% |
| Participation rate | 47.2% | 73.3%-26.1pp | 79.8%-32.6pp | 69.6%-22.4pp |
| Annual return | 15.17% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,289 | $2,384-45.9% | $3,919-67.1% | $2,471-47.8% |
| Participant deferral / active EE | $2,577 | $3,733-31.0% | $5,048-48.9% | $3,740-31.1% |
| Admin fee / account holder | $6,613 | $6,321+4.6% | $8,927-25.9% | $5,306+24.6% |