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 | $72,135 | $108,825-33.7% | $156,181-53.8% | $82,448-12.5% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 19.01% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,111 | $2,870+8.4% | $4,294-27.5% | $2,551+22.0% |
| Participant deferral / active EE | $4,831 | $4,577+5.5% | $6,132-21.2% | $4,139+16.7% |
| Admin fee / account holder | $5,668 | $9,341-39.3% | $14,586-61.1% | $7,234-21.7% |