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 | $71,566 | $76,407-6.3% | $150,298-52.4% | $82,448-13.2% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 14.49% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $706 | $2,614-73.0% | $4,154-83.0% | $2,551-72.3% |
| Participant deferral / active EE | $2,584 | $3,214-19.6% | $5,453-52.6% | $4,139-37.6% |
| Admin fee / account holder | $2,335 | $6,352-63.2% | $14,116-83.5% | $7,234-67.7% |