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 | $92,273 | $85,766+7.6% | $136,294-32.3% | $70,131+31.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 16.07% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,075 | $2,966-63.8% | $4,695-77.1% | $2,342-54.1% |
| Participant deferral / active EE | $3,140 | $5,051-37.8% | $6,247-49.7% | $3,332-5.8% |
| Admin fee / account holder | $2,744 | $5,420-49.4% | $9,243-70.3% | $4,645-40.9% |