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 | $63,014 | $73,933-14.8% | $96,683-34.8% | $75,163-16.2% |
| Participation rate | 61.1% | 66.4%-5.3pp | 74.3%-13.2pp | 67.2%-6.1pp |
| Annual return | 19.38% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,137 | $2,928-61.2% | $3,737-69.6% | $2,670-57.4% |
| Participant deferral / active EE | $3,781 | $3,659+3.3% | $4,878-22.5% | $4,125-8.4% |
| Admin fee / account holder | $3,811 | $5,216-26.9% | $6,730-43.4% | $5,651-32.6% |