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 | $57,821 | $100,754-42.6% | $86,677-33.3% | $134,475-57.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | 13.02% | 29.04%-16.0pp | 35.91%-22.9pp | 417.96%-404.9pp |
| Employer contribution / active EE | $1,136 | $3,489-67.4% | $2,836-60.0% | $4,740-76.0% |
| Participant deferral / active EE | $3,125 | $5,338-41.4% | $4,656-32.9% | $6,400-51.2% |
| Admin fee / account holder | $4,407 | $10,926-59.7% | $7,493-41.2% | $11,426-61.4% |