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 | $179,726-67.3% | $156,263-62.4% | $142,382-58.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 14.92% | 77.86%-62.9pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,462 | $5,069-51.4% | $4,333-43.2% | $4,299-42.7% |
| Participant deferral / active EE | $5,049 | $6,956-27.4% | $6,158-18.0% | $6,507-22.4% |
| Admin fee / account holder | $15,147 | $17,272-12.3% | $14,255+6.3% | $12,624+20.0% |