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 | $64,733 | $85,766-24.5% | $136,294-52.5% | $70,131-7.7% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.8pp | 69.5%-15.5pp |
| Annual return | 20.01% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,441 | $2,966-51.4% | $4,695-69.3% | $2,342-38.5% |
| Participant deferral / active EE | $5,304 | $5,051+5.0% | $6,247-15.1% | $3,332+59.2% |
| Admin fee / account holder | $2,856 | $5,420-47.3% | $9,243-69.1% | $4,645-38.5% |