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 | $62,813 | $64,324-2.3% | $118,925-47.2% | $79,858-21.3% |
| Participation rate | 53.7% | 64.9%-11.2pp | 75.4%-21.7pp | 69.6%-16.0pp |
| Annual return | 12.82% | 86.45%-73.6pp | 35.88%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,189 | $1,836-35.2% | $3,263-63.6% | $2,471-51.9% |
| Participant deferral / active EE | $2,607 | $2,824-7.7% | $4,265-38.9% | $3,740-30.3% |
| Admin fee / account holder | $2,098 | $4,040-48.1% | $6,581-68.1% | $5,306-60.5% |