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 | $57,903 | $93,571-38.1% | $135,903-57.4% | $75,163-23.0% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 16.76% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,481 | $3,537-58.1% | $4,856-69.5% | $2,670-44.5% |
| Participant deferral / active EE | $4,006 | $6,404-37.4% | $7,758-48.4% | $4,125-2.9% |
| Admin fee / account holder | $817 | $6,975-88.3% | $10,762-92.4% | $5,651-85.5% |