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 | $56,111 | $228,332-75.4% | $185,823-69.8% | $158,922-64.7% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 33.14% | 40.80%-7.7pp | 35.95%-2.8pp | 302.83%-269.7pp |
| Employer contribution / active EE | $2,847 | $4,967-42.7% | $4,087-30.4% | $4,761-40.2% |
| Participant deferral / active EE | $2,854 | $6,415-55.5% | $5,632-49.3% | $5,982-52.3% |
| Admin fee / account holder | $1,247 | $11,864-89.5% | $9,500-86.9% | $11,246-88.9% |