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 | $71,482 | $177,572-59.7% | $154,803-53.8% | $142,382-49.8% |
| Participation rate | 64.7% | 82.1%-17.3pp | 78.1%-13.4pp | 80.1%-15.4pp |
| Annual return | 21.35% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,985 | $4,810-58.7% | $4,305-53.9% | $4,299-53.8% |
| Participant deferral / active EE | $6,932 | $6,272+10.5% | $5,540+25.1% | $6,507+6.5% |
| Admin fee / account holder | $1,201 | $16,786-92.8% | $14,329-91.6% | $12,624-90.5% |