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 | $103,184 | $86,286+19.6% | $111,297-7.3% | $85,850+20.2% |
| Participation rate | 25.8% | 73.3%-47.5pp | 77.3%-51.5pp | 69.3%-43.5pp |
| Annual return | 11.60% | 19.99%-8.4pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,868 | $2,043-8.6% | $2,731-31.6% | $2,565-27.2% |
| Participant deferral / active EE | $2,649 | $3,641-27.2% | $4,487-41.0% | $3,952-33.0% |
| Admin fee / account holder | $4,832 | $8,188-41.0% | $7,964-39.3% | $6,260-22.8% |