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 | $63,231 | $91,552-30.9% | $133,956-52.8% | $79,858-20.8% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 23.49% | 61.85%-38.4pp | 45.09%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,066 | $2,384-13.3% | $3,919-47.3% | $2,471-16.4% |
| Participant deferral / active EE | $3,945 | $3,733+5.7% | $5,048-21.8% | $3,740+5.5% |
| Admin fee / account holder | $6,467 | $6,321+2.3% | $8,927-27.6% | $5,306+21.9% |