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 | $80,011 | $111,814-28.4% | $103,374-22.6% | $145,959-45.2% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 12.99% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,939 | $4,214-54.0% | $3,869-49.9% | $4,661-58.4% |
| Participant deferral / active EE | $3,398 | $5,618-39.5% | $5,058-32.8% | $6,689-49.2% |
| Admin fee / account holder | $930 | $9,754-90.5% | $8,394-88.9% | $13,398-93.1% |