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 | $64,340 | $109,413-41.2% | $156,263-58.8% | $84,808-24.1% |
| Participation rate | 62.5% | 72.7%-10.2pp | 78.9%-16.4pp | 68.3%-5.8pp |
| Annual return | 18.09% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,089 | $2,907-28.1% | $4,333-51.8% | $2,631-20.6% |
| Participant deferral / active EE | $3,727 | $4,590-18.8% | $6,158-39.5% | $4,212-11.5% |
| Admin fee / account holder | $1,226 | $9,357-86.9% | $14,255-91.4% | $7,344-83.3% |