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 | $69,731 | $72,277-3.5% | $101,248-31.1% | $79,858-12.7% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $931 | $2,692-65.4% | $3,660-74.5% | $2,471-62.3% |
| Participant deferral / active EE | $1,814 | $3,282-44.7% | $4,370-58.5% | $3,740-51.5% |
| Admin fee / account holder | $3,155 | $4,400-28.3% | $5,945-46.9% | $5,306-40.5% |