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 | $92,902 | $157,256-40.9% | $141,162-34.2% | $152,861-39.2% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 15.97% | 64.32%-48.4pp | 71.39%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,848 | $5,261-64.9% | $4,735-61.0% | $4,762-61.2% |
| Participant deferral / active EE | $3,549 | $7,109-50.1% | $6,709-47.1% | $5,850-39.3% |
| Admin fee / account holder | $2,395 | $12,120-80.2% | $10,261-76.7% | $11,596-79.3% |