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 | $178,174-34.2% | $156,181-25.0% | $137,256-14.6% |
| Participation rate | 52.4% | 82.0%-29.7pp | 78.8%-26.4pp | 80.0%-27.6pp |
| Annual return | 19.07% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,750 | $4,972-64.8% | $4,294-59.3% | $4,156-57.9% |
| Participant deferral / active EE | $4,459 | $6,888-35.3% | $6,132-27.3% | $6,407-30.4% |
| Admin fee / account holder | $2,779 | $17,404-84.0% | $14,586-80.9% | $12,270-77.4% |