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 | $63,188 | $124,425-49.2% | $112,040-43.6% | $137,256-54.0% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.5%-20.0pp | 80.0%-23.4pp |
| Annual return | 19.31% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,384 | $3,411-59.4% | $2,954-53.2% | $4,156-66.7% |
| Participant deferral / active EE | $1,905 | $5,718-66.7% | $5,098-62.6% | $6,407-70.3% |
| Admin fee / account holder | $2,648 | $15,207-82.6% | $12,098-78.1% | $12,270-78.4% |