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 | $58,722 | $106,749-45.0% | $145,433-59.6% | $82,448-28.8% |
| Participation rate | 66.3% | 75.6%-9.4pp | 82.1%-15.8pp | 68.1%-1.8pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,661 | $3,444-51.8% | $4,554-63.5% | $2,551-34.9% |
| Participant deferral / active EE | $4,974 | $6,519-23.7% | $7,897-37.0% | $4,139+20.2% |
| Admin fee / account holder | $11,138 | $8,390+32.8% | $13,129-15.2% | $7,234+54.0% |