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 | $57,037 | $89,753-36.5% | $107,525-47.0% | $84,808-32.7% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 18.49% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,905 | $3,113-38.8% | $3,754-49.3% | $2,631-27.6% |
| Participant deferral / active EE | $3,016 | $4,056-25.6% | $5,116-41.0% | $4,212-28.4% |
| Admin fee / account holder | $1,077 | $7,222-85.1% | $8,919-87.9% | $7,344-85.3% |