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 | $87,416 | $157,256-44.4% | $141,162-38.1% | $152,861-42.8% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.4%-26.2pp |
| Annual return | 26.62% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,968 | $5,261-62.6% | $4,735-58.4% | $4,762-58.7% |
| Participant deferral / active EE | $4,172 | $7,109-41.3% | $6,709-37.8% | $5,850-28.7% |
| Admin fee / account holder | $338 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |