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 | $72,387 | $176,812-59.1% | $146,665-50.6% | $167,490-56.8% |
| Participation rate | 68.8% | 83.6%-14.9pp | 80.1%-11.3pp | 82.1%-13.4pp |
| Annual return | 18.55% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $3,020 | $5,160-41.5% | $4,136-27.0% | $4,837-37.6% |
| Participant deferral / active EE | $5,471 | $6,440-15.0% | $5,506-0.6% | $6,341-13.7% |
| Admin fee / account holder | $3,332 | $13,259-74.9% | $10,280-67.6% | $12,309-72.9% |