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 | $63,674 | $77,899-18.3% | $149,673-57.5% | $75,163-15.3% |
| Participation rate | 62.2% | 65.6%-3.4pp | 78.8%-16.5pp | 67.2%-5.0pp |
| Annual return | 13.50% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,926 | $3,137-38.6% | $4,818-60.0% | $2,670-27.9% |
| Participant deferral / active EE | $4,271 | $3,411+25.2% | $5,680-24.8% | $4,125+3.5% |
| Admin fee / account holder | $4,441 | $5,956-25.4% | $13,210-66.4% | $5,651-21.4% |