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 | $67,066 | $91,552-26.7% | $133,956-49.9% | $79,858-16.0% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 17.77% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,212 | $2,384-7.2% | $3,919-43.6% | $2,471-10.5% |
| Participant deferral / active EE | $3,771 | $3,733+1.0% | $5,048-25.3% | $3,740+0.8% |
| Admin fee / account holder | $1,957 | $6,321-69.0% | $8,927-78.1% | $5,306-63.1% |