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 | $66,192 | $78,672-15.9% | $109,143-39.4% | $85,850-22.9% |
| Participation rate | 47.2% | 68.3%-21.1pp | 75.9%-28.7pp | 69.3%-22.1pp |
| Annual return | 16.92% | 25.09%-8.2pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,571 | $2,735-42.5% | $3,722-57.8% | $2,565-38.7% |
| Participant deferral / active EE | $3,944 | $3,467+13.7% | $4,653-15.2% | $3,952-0.2% |
| Admin fee / account holder | $2,546 | $5,469-53.4% | $6,752-62.3% | $6,260-59.3% |