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 | $79,917 | $110,261-27.5% | $95,745-16.5% | $139,434-42.7% |
| Participation rate | 68.2% | 75.8%-7.6pp | 72.3%-4.1pp | 80.3%-12.1pp |
| Annual return | 12.35% | 27.11%-14.8pp | 28.35%-16.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,684 | $3,257-48.3% | $2,835-40.6% | $4,751-64.6% |
| Participant deferral / active EE | $2,341 | $4,676-49.9% | $4,245-44.8% | $6,710-65.1% |
| Admin fee / account holder | $7,864 | $6,613+18.9% | $5,678+38.5% | $11,403-31.0% |