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 | $120,048 | $154,228-22.2% | $145,433-17.5% | $137,256-12.5% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,098 | $4,804-56.3% | $4,554-53.9% | $4,156-49.5% |
| Participant deferral / active EE | $5,776 | $8,216-29.7% | $7,897-26.9% | $6,407-9.8% |
| Admin fee / account holder | $915 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |