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 | $82,788 | $106,515-22.3% | $96,683-14.4% | $139,434-40.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.77% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,863 | $4,103-54.6% | $3,737-50.1% | $4,751-60.8% |
| Participant deferral / active EE | $4,711 | $5,454-13.6% | $4,878-3.4% | $6,710-29.8% |
| Admin fee / account holder | $918 | $7,877-88.3% | $6,730-86.4% | $11,403-91.9% |