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 | $64,174 | $77,899-17.6% | $149,673-57.1% | $75,163-14.6% |
| Participation rate | 56.7% | 65.6%-8.9pp | 78.8%-22.1pp | 67.2%-10.5pp |
| Annual return | 29.55% | 31.72%-2.2pp | 134.42%-104.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $1,140 | $3,137-63.7% | $4,818-76.3% | $2,670-57.3% |
| Participant deferral / active EE | $2,549 | $3,411-25.3% | $5,680-55.1% | $4,125-38.2% |
| Admin fee / account holder | $4,035 | $5,956-32.3% | $13,210-69.5% | $5,651-28.6% |