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 | $63,136 | $72,277-12.6% | $101,248-37.6% | $79,858-20.9% |
| Participation rate | 51.1% | 68.5%-17.3pp | 75.8%-24.7pp | 69.6%-18.5pp |
| Annual return | 20.22% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,820 | $2,692-32.4% | $3,660-50.3% | $2,471-26.3% |
| Participant deferral / active EE | $4,231 | $3,282+28.9% | $4,370-3.2% | $3,740+13.1% |
| Admin fee / account holder | $3,482 | $4,400-20.9% | $5,945-41.4% | $5,306-34.4% |