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 | $92,720 | $133,922-30.8% | $116,228-20.2% | $142,382-34.9% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.6%-36.1pp | 80.1%-41.7pp |
| Annual return | 20.41% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,263 | $3,446-63.4% | $2,994-57.8% | $4,299-70.6% |
| Participant deferral / active EE | $2,560 | $5,672-54.9% | $4,953-48.3% | $6,507-60.7% |
| Admin fee / account holder | $2,509 | $14,945-83.2% | $11,989-79.1% | $12,624-80.1% |