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 | $70,329 | $114,381-38.5% | $107,525-34.6% | $142,382-50.6% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.1%-34.2pp | 80.1%-39.2pp |
| Annual return | 17.34% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,501 | $4,015-62.6% | $3,754-60.0% | $4,299-65.1% |
| Participant deferral / active EE | $2,296 | $5,564-58.7% | $5,116-55.1% | $6,507-64.7% |
| Admin fee / account holder | $2,417 | $9,860-75.5% | $8,919-72.9% | $12,624-80.9% |