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 | $95,401 | $179,726-46.9% | $156,263-38.9% | $142,382-33.0% |
| Participation rate | 65.2% | 82.1%-16.9pp | 78.9%-13.7pp | 80.1%-14.9pp |
| Annual return | 14.87% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,362 | $5,069-73.1% | $4,333-68.6% | $4,299-68.3% |
| Participant deferral / active EE | $5,304 | $6,956-23.8% | $6,158-13.9% | $6,507-18.5% |
| Admin fee / account holder | $2,699 | $17,272-84.4% | $14,255-81.1% | $12,624-78.6% |