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 | $52,136 | $228,332-77.2% | $185,823-71.9% | $158,922-67.2% |
| Participation rate | 69.2% | 82.3%-13.1pp | 78.0%-8.8pp | 82.0%-12.7pp |
| Annual return | 19.26% | 40.80%-21.5pp | 35.95%-16.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,596 | $4,967-47.7% | $4,087-36.5% | $4,761-45.5% |
| Participant deferral / active EE | $4,924 | $6,415-23.2% | $5,632-12.6% | $5,982-17.7% |
| Admin fee / account holder | $590 | $11,864-95.0% | $9,500-93.8% | $11,246-94.8% |