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 | $62,926 | $101,724-38.1% | $164,813-61.8% | $80,856-22.2% |
| Participation rate | 45.7% | 71.8%-26.1pp | 78.6%-32.9pp | 67.6%-21.9pp |
| Annual return | 17.27% | 16.72%+0.6pp | 69.93%-52.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,360 | $2,953-54.0% | $4,341-68.7% | $2,755-50.6% |
| Participant deferral / active EE | $2,882 | $4,477-35.6% | $6,031-52.2% | $4,296-32.9% |
| Admin fee / account holder | $806 | $8,227-90.2% | $12,690-93.7% | $6,918-88.4% |