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 | $67,553 | $80,717-16.3% | $154,803-56.4% | $84,808-20.3% |
| Participation rate | 56.4% | 66.8%-10.4pp | 78.1%-21.7pp | 68.3%-11.9pp |
| Annual return | 16.42% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $782 | $2,761-71.7% | $4,305-81.8% | $2,631-70.3% |
| Participant deferral / active EE | $1,659 | $3,303-49.8% | $5,540-70.1% | $4,212-60.6% |
| Admin fee / account holder | $2,541 | $6,746-62.3% | $14,329-82.3% | $7,344-65.4% |