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 | $75,689 | $89,753-15.7% | $107,525-29.6% | $84,808-10.8% |
| Participation rate | 60.7% | 68.1%-7.3pp | 75.1%-14.4pp | 68.3%-7.6pp |
| Annual return | 16.06% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,169 | $3,113-62.5% | $3,754-68.9% | $2,631-55.6% |
| Participant deferral / active EE | $2,305 | $4,056-43.2% | $5,116-54.9% | $4,212-45.3% |
| Admin fee / account holder | $3,827 | $7,222-47.0% | $8,919-57.1% | $7,344-47.9% |