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 | $76,480 | $165,335-53.7% | $149,696-48.9% | $158,922-51.9% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 19.73% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,771 | $5,103-65.3% | $4,644-61.9% | $4,761-62.8% |
| Participant deferral / active EE | $6,222 | $7,181-13.4% | $6,842-9.1% | $5,982+4.0% |
| Admin fee / account holder | $23,774 | $10,807+120.0% | $9,309+155.4% | $11,246+111.4% |