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 | $96,687 | $228,332-57.7% | $185,823-48.0% | $158,922-39.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 17.09% | 40.80%-23.7pp | 35.95%-18.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,339 | $4,967-73.0% | $4,087-67.2% | $4,761-71.9% |
| Participant deferral / active EE | $4,995 | $6,415-22.1% | $5,632-11.3% | $5,982-16.5% |
| Admin fee / account holder | $664 | $11,864-94.4% | $9,500-93.0% | $11,246-94.1% |