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 | $50,378 | $88,042-42.8% | $138,135-63.5% | $79,858-36.9% |
| Participation rate | 64.3% | 71.4%-7.1pp | 78.7%-14.4pp | 69.6%-5.3pp |
| Annual return | 17.86% | 20.58%-2.7pp | 20.51%-2.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,603 | $3,103-16.1% | $5,587-53.4% | $2,471+5.3% |
| Participant deferral / active EE | $4,626 | $4,704-1.7% | $6,431-28.1% | $3,740+23.7% |
| Admin fee / account holder | $3,098 | $7,791-60.2% | $11,856-73.9% | $5,306-41.6% |