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 | $130,077 | $157,256-17.3% | $141,162-7.9% | $152,861-14.9% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 21.74% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,744 | $5,261-47.8% | $4,735-42.1% | $4,762-42.4% |
| Participant deferral / active EE | $5,393 | $7,109-24.1% | $6,709-19.6% | $5,850-7.8% |
| Admin fee / account holder | $2,709 | $12,120-77.6% | $10,261-73.6% | $11,596-76.6% |