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 | $83,331 | $114,237-27.1% | $119,258-30.1% | $167,490-50.2% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.7%-20.2pp | 82.1%-19.6pp |
| Annual return | 17.30% | 29.87%-12.6pp | 30.69%-13.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,521 | $4,481-66.1% | $4,384-65.3% | $4,837-68.6% |
| Participant deferral / active EE | $5,029 | $6,084-17.3% | $6,111-17.7% | $6,341-20.7% |
| Admin fee / account holder | $1,738 | $8,932-80.5% | $7,226-75.9% | $12,309-85.9% |