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 | $69,590 | $80,968-14.1% | $96,544-27.9% | $75,163-7.4% |
| Participation rate | 59.5% | 71.8%-12.2pp | 76.0%-16.4pp | 67.2%-7.7pp |
| Annual return | 14.01% | 27.06%-13.1pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,345 | $2,282-41.1% | $2,965-54.6% | $2,670-49.6% |
| Participant deferral / active EE | $1,942 | $3,928-50.5% | $4,851-60.0% | $4,125-52.9% |
| Admin fee / account holder | $3,420 | $6,724-49.1% | $8,252-58.6% | $5,651-39.5% |