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 | $58,788 | $178,174-67.0% | $156,181-62.4% | $137,256-57.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 14.92% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,462 | $4,972-50.5% | $4,294-42.7% | $4,156-40.8% |
| Participant deferral / active EE | $5,049 | $6,888-26.7% | $6,132-17.7% | $6,407-21.2% |
| Admin fee / account holder | $15,147 | $17,404-13.0% | $14,586+3.8% | $12,270+23.4% |