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 | $74,898 | $163,101-54.1% | $136,749-45.2% | $142,382-47.4% |
| Participation rate | 52.9% | 78.2%-25.3pp | 72.1%-19.2pp | 80.1%-27.2pp |
| Annual return | 13.84% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,253 | $4,117-69.6% | $3,400-63.1% | $4,299-70.9% |
| Participant deferral / active EE | $1,725 | $5,585-69.1% | $4,692-63.2% | $6,507-73.5% |
| Admin fee / account holder | $798 | $14,318-94.4% | $11,386-93.0% | $12,624-93.7% |