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 | $115,524 | $179,726-35.7% | $156,263-26.1% | $142,382-18.9% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 20.16% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,300 | $5,069-54.6% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $4,471 | $6,956-35.7% | $6,158-27.4% | $6,507-31.3% |
| Admin fee / account holder | $626 | $17,272-96.4% | $14,255-95.6% | $12,624-95.0% |