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 | $38,505 | $78,705-51.1% | $117,854-67.3% | $70,131-45.1% |
| Participation rate | 67.5% | 73.2%-5.7pp | 79.7%-12.2pp | 69.5%-2.0pp |
| Annual return | 14.49% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,168 | $2,223-2.5% | $3,786-42.7% | $2,342-7.5% |
| Participant deferral / active EE | $3,253 | $3,297-1.3% | $4,482-27.4% | $3,332-2.4% |
| Admin fee / account holder | $1,072 | $5,065-78.8% | $8,020-86.6% | $4,645-76.9% |