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 | $80,195 | $86,286-7.1% | $111,297-27.9% | $85,850-6.6% |
| Participation rate | 56.5% | 73.3%-16.9pp | 77.3%-20.9pp | 69.3%-12.9pp |
| Annual return | 11.58% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,117 | $2,043-45.4% | $2,731-59.1% | $2,565-56.5% |
| Participant deferral / active EE | $3,653 | $3,641+0.3% | $4,487-18.6% | $3,952-7.6% |
| Admin fee / account holder | $4,349 | $8,188-46.9% | $7,964-45.4% | $6,260-30.5% |