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 | $66,365 | $79,449-16.5% | $189,557-65.0% | $85,850-22.7% |
| Participation rate | 59.7% | 66.0%-6.3pp | 78.4%-18.7pp | 69.3%-9.6pp |
| Annual return | 14.76% | 18.45%-3.7pp | 64.17%-49.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $857 | $2,081-58.8% | $4,412-80.6% | $2,565-66.6% |
| Participant deferral / active EE | $3,796 | $4,051-6.3% | $6,174-38.5% | $3,952-3.9% |
| Admin fee / account holder | $3,958 | $5,377-26.4% | $9,807-59.6% | $6,260-36.8% |