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 | $71,828 | $89,753-20.0% | $107,525-33.2% | $84,808-15.3% |
| Participation rate | 53.4% | 68.1%-14.6pp | 75.1%-21.6pp | 68.3%-14.9pp |
| Annual return | 17.51% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,651 | $3,113-47.0% | $3,754-56.0% | $2,631-37.2% |
| Participant deferral / active EE | $3,052 | $4,056-24.8% | $5,116-40.3% | $4,212-27.5% |
| Admin fee / account holder | $1,251 | $7,222-82.7% | $8,919-86.0% | $7,344-83.0% |