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 | $57,012 | $77,634-26.6% | $156,549-63.6% | $62,891-9.3% |
| Participation rate | 60.8% | 71.2%-10.4pp | 84.0%-23.3pp | 69.3%-8.5pp |
| Annual return | 10.10% | 50.32%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,630 | $3,444-52.7% | $5,501-70.4% | $2,281-28.6% |
| Participant deferral / active EE | $3,582 | $3,045+17.6% | $4,871-26.5% | $3,203+11.8% |
| Admin fee / account holder | $3,148 | $5,561-43.4% | $13,027-75.8% | $4,296-26.7% |