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 | $45,441 | $54,705-16.9% | $71,209-36.2% | $84,808-46.4% |
| Participation rate | 58.3% | 64.1%-5.7pp | 73.8%-15.4pp | 68.3%-10.0pp |
| Annual return | 17.63% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,555 | $2,158-28.0% | $2,721-42.9% | $2,631-40.9% |
| Participant deferral / active EE | $4,275 | $3,030+41.1% | $4,175+2.4% | $4,212+1.5% |
| Admin fee / account holder | $538 | $4,863-88.9% | $5,349-89.9% | $7,344-92.7% |