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 | $65,756 | $101,724-35.4% | $164,813-60.1% | $80,856-18.7% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.6%-3.1pp |
| Annual return | 14.54% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,190 | $2,953-25.8% | $4,341-49.5% | $2,755-20.5% |
| Participant deferral / active EE | $6,481 | $4,477+44.8% | $6,031+7.5% | $4,296+50.9% |
| Admin fee / account holder | $430 | $8,227-94.8% | $12,690-96.6% | $6,918-93.8% |