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 | $117,176 | $179,726-34.8% | $156,263-25.0% | $142,382-17.7% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 19.07% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,750 | $5,069-65.5% | $4,333-59.6% | $4,299-59.3% |
| Participant deferral / active EE | $4,459 | $6,956-35.9% | $6,158-27.6% | $6,507-31.5% |
| Admin fee / account holder | $2,779 | $17,272-83.9% | $14,255-80.5% | $12,624-78.0% |