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 | $68,350 | $100,923-32.3% | $150,045-54.4% | $74,304-8.0% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.3%-16.9pp | 60.3%+5.1pp |
| Annual return | 19.09% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,414 | $3,463-30.3% | $4,693-48.6% | $2,241+7.7% |
| Participant deferral / active EE | $4,050 | $6,709-39.6% | $7,997-49.4% | $3,767+7.5% |
| Admin fee / account holder | $1,299 | $2,767-53.1% | $13,435-90.3% | $2,969-56.3% |