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 | $67,066 | $89,753-25.3% | $107,525-37.6% | $84,808-20.9% |
| Participation rate | 51.4% | 68.1%-16.6pp | 75.1%-23.6pp | 68.3%-16.9pp |
| Annual return | 16.29% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,803 | $3,113-42.1% | $3,754-52.0% | $2,631-31.5% |
| Participant deferral / active EE | $4,009 | $4,056-1.2% | $5,116-21.6% | $4,212-4.8% |
| Admin fee / account holder | $1,964 | $7,222-72.8% | $8,919-78.0% | $7,344-73.3% |