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 | $44,554 | $77,899-42.8% | $149,673-70.2% | $75,163-40.7% |
| Participation rate | 60.9% | 65.6%-4.6pp | 78.8%-17.8pp | 67.2%-6.3pp |
| Annual return | 18.21% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,470 | $3,137-21.3% | $4,818-48.7% | $2,670-7.5% |
| Participant deferral / active EE | $3,590 | $3,411+5.3% | $5,680-36.8% | $4,125-13.0% |
| Admin fee / account holder | $1,465 | $5,956-75.4% | $13,210-88.9% | $5,651-74.1% |