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 | $61,953 | $77,314-19.9% | $177,989-65.2% | $80,856-23.4% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.6%-9.0pp |
| Annual return | 13.15% | 18.09%-4.9pp | 294.48%-281.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,646 | $2,292-28.2% | $3,949-58.3% | $2,755-40.3% |
| Participant deferral / active EE | $3,166 | $4,411-28.2% | $6,276-49.6% | $4,296-26.3% |
| Admin fee / account holder | $3,123 | $7,191-56.6% | $10,363-69.9% | $6,918-54.9% |