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 | $114,857 | $177,572-35.3% | $154,803-25.8% | $142,382-19.3% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.1%-30.7pp | 80.1%-32.8pp |
| Annual return | 17.87% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,762 | $4,810-63.4% | $4,305-59.1% | $4,299-59.0% |
| Participant deferral / active EE | $3,661 | $6,272-41.6% | $5,540-33.9% | $6,507-43.7% |
| Admin fee / account holder | $17,951 | $16,786+6.9% | $14,329+25.3% | $12,624+42.2% |