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 | $91,365 | $110,257-17.1% | $96,544-5.4% | $139,434-34.5% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.1pp | 80.3%-21.5pp |
| Annual return | 13.54% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,479 | $3,620-59.1% | $2,965-50.1% | $4,751-68.9% |
| Participant deferral / active EE | $3,436 | $5,548-38.1% | $4,851-29.2% | $6,710-48.8% |
| Admin fee / account holder | $8,088 | $11,591-30.2% | $8,252-2.0% | $11,403-29.1% |