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 | $64,793 | $109,413-40.8% | $156,263-58.5% | $84,808-23.6% |
| Participation rate | 47.9% | 72.7%-24.8pp | 78.9%-31.0pp | 68.3%-20.4pp |
| Annual return | 14.42% | 20.18%-5.8pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,353 | $2,907-53.4% | $4,333-68.8% | $2,631-48.6% |
| Participant deferral / active EE | $2,658 | $4,590-42.1% | $6,158-56.8% | $4,212-36.9% |
| Admin fee / account holder | $6,237 | $9,357-33.3% | $14,255-56.2% | $7,344-15.1% |