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 | $59,368 | $103,376-42.6% | $87,100-31.8% | $152,861-61.2% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.9%-13.2pp | 82.4%-18.8pp |
| Annual return | 22.67% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,659 | $3,220-48.5% | $2,521-34.2% | $4,762-65.2% |
| Participant deferral / active EE | $3,051 | $4,778-36.1% | $4,049-24.6% | $5,850-47.8% |
| Admin fee / account holder | $483 | $12,205-96.0% | $7,497-93.6% | $11,596-95.8% |