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 | $77,336 | $104,974-26.3% | $95,585-19.1% | $142,382-45.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 24.36% | 210.33%-186.0pp | 38.56%-14.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $650 | $2,779-76.6% | $2,527-74.3% | $4,299-84.9% |
| Participant deferral / active EE | $1,764 | $4,352-59.5% | $4,023-56.2% | $6,507-72.9% |
| Admin fee / account holder | $2,482 | $6,386-61.1% | $6,127-59.5% | $12,624-80.3% |