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 | $86,629 | $118,450-26.9% | $98,439-12.0% | $139,434-37.9% |
| Participation rate | 31.6% | 77.4%-45.9pp | 75.2%-43.6pp | 80.3%-48.7pp |
| Annual return | 14.75% | 18.94%-4.2pp | 21.16%-6.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,156 | $3,609-68.0% | $3,048-62.1% | $4,751-75.7% |
| Participant deferral / active EE | $1,513 | $5,392-71.9% | $4,738-68.1% | $6,710-77.5% |
| Admin fee / account holder | $1,193 | $14,026-91.5% | $8,948-86.7% | $11,403-89.5% |