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 | $110,246 | $148,534-25.8% | $135,903-18.9% | $139,434-20.9% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 21.69% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,360 | $5,243-74.1% | $4,856-72.0% | $4,751-71.4% |
| Participant deferral / active EE | $5,752 | $8,100-29.0% | $7,758-25.9% | $6,710-14.3% |
| Admin fee / account holder | $486 | $12,400-96.1% | $10,762-95.5% | $11,403-95.7% |