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 | $88,164 | $114,381-22.9% | $107,525-18.0% | $142,382-38.1% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 14.25% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $842 | $4,015-79.0% | $3,754-77.6% | $4,299-80.4% |
| Participant deferral / active EE | $1,897 | $5,564-65.9% | $5,116-62.9% | $6,507-70.9% |
| Admin fee / account holder | $5,208 | $9,860-47.2% | $8,919-41.6% | $12,624-58.7% |