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 | $67,846 | $103,376-34.4% | $87,100-22.1% | $152,861-55.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 27.54% | 28.10%-0.6pp | 28.19%-0.7pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,164 | $3,220-32.8% | $2,521-14.2% | $4,762-54.6% |
| Participant deferral / active EE | $2,924 | $4,778-38.8% | $4,049-27.8% | $5,850-50.0% |
| Admin fee / account holder | $1,565 | $12,205-87.2% | $7,497-79.1% | $11,596-86.5% |