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 | $95,185 | $124,281-23.4% | $109,143-12.8% | $167,490-43.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 20.71% | 26.04%-5.3pp | 25.75%-5.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,951 | $4,207-53.6% | $3,722-47.6% | $4,837-59.7% |
| Participant deferral / active EE | $2,958 | $5,255-43.7% | $4,653-36.4% | $6,341-53.4% |
| Admin fee / account holder | $335 | $7,970-95.8% | $6,752-95.0% | $12,309-97.3% |