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 | $107,308 | $177,572-39.6% | $154,803-30.7% | $142,382-24.6% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 15.81% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,028 | $4,810-37.1% | $4,305-29.7% | $4,299-29.6% |
| Participant deferral / active EE | $3,404 | $6,272-45.7% | $5,540-38.6% | $6,507-47.7% |
| Admin fee / account holder | $448 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |