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 | $69,664 | $105,859-34.2% | $90,160-22.7% | $147,584-52.8% |
| Participation rate | 68.2% | 79.7%-11.6pp | 76.9%-8.7pp | 82.8%-14.6pp |
| Annual return | 23.20% | 37.63%-14.4pp | 34.88%-11.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,634 | $4,126-60.4% | $3,318-50.8% | $4,876-66.5% |
| Participant deferral / active EE | $4,793 | $5,733-16.4% | $5,288-9.4% | $5,439-11.9% |
| Admin fee / account holder | $2,453 | $8,046-69.5% | $5,943-58.7% | $10,885-77.5% |