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 | $73,291 | $91,190-19.6% | $178,490-58.9% | $79,858-8.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 16.43% | 24.19%-7.8pp | 151.07%-134.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,121 | $3,256-34.9% | $5,011-57.7% | $2,471-14.2% |
| Participant deferral / active EE | $3,262 | $3,236+0.8% | $5,202-37.3% | $3,740-12.8% |
| Admin fee / account holder | $6,041 | $6,751-10.5% | $13,984-56.8% | $5,306+13.9% |