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 | $59,918 | $77,899-23.1% | $149,673-60.0% | $75,163-20.3% |
| Participation rate | 57.3% | 65.6%-8.2pp | 78.8%-21.4pp | 67.2%-9.9pp |
| Annual return | 15.78% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,451 | $3,137-53.7% | $4,818-69.9% | $2,670-45.6% |
| Participant deferral / active EE | $3,486 | $3,411+2.2% | $5,680-38.6% | $4,125-15.5% |
| Admin fee / account holder | $1,773 | $5,956-70.2% | $13,210-86.6% | $5,651-68.6% |