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 | $75,324 | $86,286-12.7% | $111,297-32.3% | $85,850-12.3% |
| Participation rate | 57.1% | 73.3%-16.2pp | 77.3%-20.2pp | 69.3%-12.2pp |
| Annual return | 11.68% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,087 | $2,043-46.8% | $2,731-60.2% | $2,565-57.6% |
| Participant deferral / active EE | $3,192 | $3,641-12.3% | $4,487-28.9% | $3,952-19.2% |
| Admin fee / account holder | $5,856 | $8,188-28.5% | $7,964-26.5% | $6,260-6.4% |