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 | $68,762 | $154,228-55.4% | $145,433-52.7% | $137,256-49.9% |
| Participation rate | 47.6% | 83.8%-36.2pp | 82.1%-34.5pp | 80.0%-32.3pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,087 | $4,804-77.4% | $4,554-76.1% | $4,156-73.9% |
| Participant deferral / active EE | $3,792 | $8,216-53.8% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $960 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |