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 | $59,903 | $85,766-30.2% | $136,294-56.0% | $70,131-14.6% |
| Participation rate | 68.0% | 74.2%-6.2pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 19.61% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,307 | $2,966-55.9% | $4,695-72.2% | $2,342-44.2% |
| Participant deferral / active EE | $2,320 | $5,051-54.1% | $6,247-62.9% | $3,332-30.4% |
| Admin fee / account holder | $3,686 | $5,420-32.0% | $9,243-60.1% | $4,645-20.7% |