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 | $74,172 | $109,881-32.5% | $150,045-50.6% | $84,808-12.5% |
| Participation rate | 49.2% | 76.1%-26.9pp | 82.3%-33.1pp | 68.3%-19.1pp |
| Annual return | 14.61% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,364 | $3,561-33.6% | $4,693-49.6% | $2,631-10.1% |
| Participant deferral / active EE | $2,793 | $6,636-57.9% | $7,997-65.1% | $4,212-33.7% |
| Admin fee / account holder | $1,694 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |