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 | $70,741 | $80,717-12.4% | $154,803-54.3% | $84,808-16.6% |
| Participation rate | 62.9% | 66.8%-4.0pp | 78.1%-15.2pp | 68.3%-5.5pp |
| Annual return | 15.02% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,221 | $2,761-19.6% | $4,305-48.4% | $2,631-15.6% |
| Participant deferral / active EE | $4,384 | $3,303+32.7% | $5,540-20.9% | $4,212+4.1% |
| Admin fee / account holder | $3,119 | $6,746-53.8% | $14,329-78.2% | $7,344-57.5% |