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 | $66,997 | $78,422-14.6% | $95,952-30.2% | $79,858-16.1% |
| Participation rate | 47.6% | 73.5%-25.9pp | 77.1%-29.5pp | 69.6%-22.0pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,142 | $1,945-41.3% | $2,541-55.1% | $2,471-53.8% |
| Participant deferral / active EE | $1,614 | $3,440-53.1% | $4,167-61.3% | $3,740-56.8% |
| Admin fee / account holder | $1,975 | $5,622-64.9% | $6,795-70.9% | $5,306-62.8% |