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 | $63,316 | $78,672-19.5% | $109,143-42.0% | $85,850-26.2% |
| Participation rate | 41.9% | 68.3%-26.4pp | 75.9%-34.0pp | 69.3%-27.5pp |
| Annual return | 15.55% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,234 | $2,735-54.9% | $3,722-66.9% | $2,565-51.9% |
| Participant deferral / active EE | $1,991 | $3,467-42.6% | $4,653-57.2% | $3,952-49.6% |
| Admin fee / account holder | $6,505 | $5,469+18.9% | $6,752-3.7% | $6,260+3.9% |