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 | $74,125 | $81,460-9.0% | $103,333-28.3% | $80,856-8.3% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 18.91% | 25.55%-6.6pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,533 | $3,105-50.6% | $3,868-60.4% | $2,755-44.4% |
| Participant deferral / active EE | $2,320 | $3,869-40.0% | $5,057-54.1% | $4,296-46.0% |
| Admin fee / account holder | $764 | $6,566-88.4% | $8,355-90.9% | $6,918-89.0% |