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 | $72,999 | $78,672-7.2% | $109,143-33.1% | $85,850-15.0% |
| Participation rate | 43.5% | 68.3%-24.8pp | 75.9%-32.4pp | 69.3%-25.8pp |
| Annual return | 16.01% | 25.09%-9.1pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,715 | $2,735-37.3% | $3,722-53.9% | $2,565-33.2% |
| Participant deferral / active EE | $3,671 | $3,467+5.9% | $4,653-21.1% | $3,952-7.1% |
| Admin fee / account holder | $3,905 | $5,469-28.6% | $6,752-42.2% | $6,260-37.6% |