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 | $75,079 | $106,355-29.4% | $237,244-68.4% | $116,875-35.8% |
| Participation rate | 51.7% | 71.9%-20.1pp | 80.3%-28.5pp | 74.5%-22.8pp |
| Annual return | 11.93% | 17.03%-5.1pp | 4131.29%-4119.4pp | 16.29%-4.4pp |
| Employer contribution / active EE | $1,342 | $1,595-15.9% | $4,351-69.2% | $3,288-59.2% |
| Participant deferral / active EE | $2,850 | $3,396-16.1% | $4,056-29.7% | $3,885-26.6% |
| Admin fee / account holder | $2,451 | $11,423-78.5% | $18,030-86.4% | $12,263-80.0% |