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 | $51,355 | $78,672-34.7% | $109,143-52.9% | $85,850-40.2% |
| Participation rate | 64.2% | 68.3%-4.1pp | 75.9%-11.7pp | 69.3%-5.2pp |
| Annual return | 11.38% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,108 | $2,735-22.9% | $3,722-43.4% | $2,565-17.8% |
| Participant deferral / active EE | $3,896 | $3,467+12.4% | $4,653-16.3% | $3,952-1.4% |
| Admin fee / account holder | $1,530 | $5,469-72.0% | $6,752-77.3% | $6,260-75.6% |