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 | $76,085 | $114,381-33.5% | $107,525-29.2% | $142,382-46.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 15.38% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,603 | $4,015-60.1% | $3,754-57.3% | $4,299-62.7% |
| Participant deferral / active EE | $3,475 | $5,564-37.5% | $5,116-32.1% | $6,507-46.6% |
| Admin fee / account holder | $328 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |