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 | $69,346 | $46,869+48.0% | $122,332-43.3% | $70,131-1.1% |
| Participation rate | 26.9% | 58.2%-31.3pp | 71.6%-44.8pp | 69.5%-42.7pp |
| Annual return | 19.14% | 24.22%-5.1pp | 30.27%-11.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $673 | $1,288-47.8% | $4,050-83.4% | $2,342-71.3% |
| Participant deferral / active EE | $1,137 | $2,166-47.5% | $3,287-65.4% | $3,332-65.9% |
| Admin fee / account holder | $5,987 | $3,322+80.2% | $5,478+9.3% | $4,645+28.9% |