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 | $66,239 | $81,248-18.5% | $155,509-57.4% | $80,856-18.1% |
| Participation rate | 35.8% | 66.2%-30.4pp | 78.2%-42.4pp | 67.6%-31.8pp |
| Annual return | 14.68% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,525 | $3,100-18.5% | $4,672-45.9% | $2,755-8.3% |
| Participant deferral / active EE | $2,691 | $3,452-22.0% | $5,626-52.2% | $4,296-37.4% |
| Admin fee / account holder | $7,142 | $7,997-10.7% | $15,912-55.1% | $6,918+3.2% |