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 | $60,808 | $159,602-61.9% | $150,045-59.5% | $142,382-57.3% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.3%-17.6pp | 80.1%-15.4pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,625 | $4,961-26.9% | $4,693-22.8% | $4,299-15.7% |
| Participant deferral / active EE | $6,095 | $8,310-26.7% | $7,997-23.8% | $6,507-6.3% |
| Admin fee / account holder | $692 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |