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 | $31,494 | $65,365-51.8% | $92,893-66.1% | $72,985-56.8% |
| Participation rate | 65.6% | 68.3%-2.7pp | 76.0%-10.4pp | 69.5%-3.9pp |
| Annual return | 19.95% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,147 | $2,594-17.2% | $3,653-41.2% | $2,440-12.0% |
| Participant deferral / active EE | $3,857 | $3,128+23.3% | $4,236-8.9% | $3,607+6.9% |
| Admin fee / account holder | $1,166 | $4,251-72.6% | $5,794-79.9% | $5,124-77.3% |