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 | $88,672-35.7% | $105,223-45.8% | $82,448-30.8% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 18.49% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,905 | $3,048-37.5% | $3,689-48.4% | $2,551-25.3% |
| Participant deferral / active EE | $3,016 | $4,036-25.3% | $5,072-40.5% | $4,139-27.1% |
| Admin fee / account holder | $1,077 | $7,146-84.9% | $8,859-87.8% | $7,234-85.1% |