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 | $46,976 | $165,335-71.6% | $149,696-68.6% | $158,922-70.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.50% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,640 | $5,103-67.9% | $4,644-64.7% | $4,761-65.6% |
| Participant deferral / active EE | $3,329 | $7,181-53.6% | $6,842-51.3% | $5,982-44.4% |
| Admin fee / account holder | $3,409 | $10,807-68.5% | $9,309-63.4% | $11,246-69.7% |