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 | $125,403 | $232,540-46.1% | $185,117-32.3% | $147,584-15.0% |
| Participation rate | 68.2% | 82.4%-14.2pp | 77.3%-9.1pp | 82.8%-14.6pp |
| Annual return | 35.20% | 43.03%-7.8pp | 40.50%-5.3pp | 578.55%-543.3pp |
| Employer contribution / active EE | $3,753 | $5,195-27.8% | $4,182-10.3% | $4,876-23.0% |
| Participant deferral / active EE | $4,655 | $5,834-20.2% | $5,045-7.7% | $5,439-14.4% |
| Admin fee / account holder | $8,768 | $10,275-14.7% | $8,159+7.5% | $10,885-19.4% |