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 | $77,725 | $88,672-12.3% | $105,223-26.1% | $82,448-5.7% |
| Participation rate | 48.4% | 67.9%-19.5pp | 75.0%-26.7pp | 68.1%-19.7pp |
| Annual return | 15.14% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,359 | $3,048-55.4% | $3,689-63.2% | $2,551-46.7% |
| Participant deferral / active EE | $2,912 | $4,036-27.9% | $5,072-42.6% | $4,139-29.7% |
| Admin fee / account holder | $1,164 | $7,146-83.7% | $8,859-86.9% | $7,234-83.9% |