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 | $113,892 | $179,726-36.6% | $156,263-27.1% | $142,382-20.0% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.9%-13.9pp | 80.1%-15.1pp |
| Annual return | 15.35% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,751 | $5,069-65.5% | $4,333-59.6% | $4,299-59.3% |
| Participant deferral / active EE | $5,893 | $6,956-15.3% | $6,158-4.3% | $6,507-9.4% |
| Admin fee / account holder | $762 | $17,272-95.6% | $14,255-94.7% | $12,624-94.0% |