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 | $60,575 | $91,190-33.6% | $178,490-66.1% | $79,858-24.1% |
| Participation rate | 54.3% | 69.2%-14.9pp | 81.9%-27.6pp | 69.6%-15.3pp |
| Annual return | 24.44% | 24.19%+0.3pp | 151.07%-126.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,904 | $3,256-41.5% | $5,011-62.0% | $2,471-22.9% |
| Participant deferral / active EE | $4,003 | $3,236+23.7% | $5,202-23.0% | $3,740+7.0% |
| Admin fee / account holder | $1,147 | $6,751-83.0% | $13,984-91.8% | $5,306-78.4% |