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 | $68,064 | $101,763-33.1% | $164,866-58.7% | $80,874-15.8% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.6%-6.1pp |
| Annual return | 11.31% | 16.73%-5.4pp | 69.97%-58.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $5,038 | $2,954+70.5% | $4,343+16.0% | $2,756+82.8% |
| Participant deferral / active EE | $2,119 | $4,477-52.7% | $6,033-64.9% | $4,297-50.7% |
| Admin fee / account holder | $4,859 | $8,228-40.9% | $12,689-61.7% | $6,935-29.9% |