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 | $77,813 | $88,672-12.2% | $105,223-26.0% | $82,448-5.6% |
| Participation rate | 38.8% | 67.9%-29.1pp | 75.0%-36.2pp | 68.1%-29.3pp |
| Annual return | 18.63% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,425 | $3,048-53.3% | $3,689-61.4% | $2,551-44.1% |
| Participant deferral / active EE | $1,968 | $4,036-51.2% | $5,072-61.2% | $4,139-52.5% |
| Admin fee / account holder | $3,988 | $7,146-44.2% | $8,859-55.0% | $7,234-44.9% |