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 | $66,228 | $106,749-38.0% | $145,433-54.5% | $82,448-19.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 16.50% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,552 | $3,444-54.9% | $4,554-65.9% | $2,551-39.1% |
| Participant deferral / active EE | $3,953 | $6,519-39.4% | $7,897-50.0% | $4,139-4.5% |
| Admin fee / account holder | $13,465 | $8,390+60.5% | $13,129+2.6% | $7,234+86.1% |