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 | $84,179 | $157,256-46.5% | $141,162-40.4% | $152,861-44.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 29.35% | 64.32%-35.0pp | 71.39%-42.0pp | 345.32%-316.0pp |
| Employer contribution / active EE | $2,147 | $5,261-59.2% | $4,735-54.6% | $4,762-54.9% |
| Participant deferral / active EE | $5,088 | $7,109-28.4% | $6,709-24.2% | $5,850-13.0% |
| Admin fee / account holder | $7,272 | $12,120-40.0% | $10,261-29.1% | $11,596-37.3% |