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 | $72,571 | $99,985-27.4% | $146,665-50.5% | $85,850-15.5% |
| Participation rate | 55.2% | 73.1%-17.9pp | 80.1%-24.9pp | 69.3%-14.1pp |
| Annual return | 13.36% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,090 | $2,559-18.3% | $4,136-49.5% | $2,565-18.5% |
| Participant deferral / active EE | $3,715 | $4,006-7.2% | $5,506-32.5% | $3,952-6.0% |
| Admin fee / account holder | $6,769 | $7,702-12.1% | $10,280-34.2% | $6,260+8.1% |