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 | $116,966 | $177,572-34.1% | $154,803-24.4% | $142,382-17.9% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.1%-36.0pp | 80.1%-38.0pp |
| Annual return | 13.12% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,843 | $4,810-61.7% | $4,305-57.2% | $4,299-57.1% |
| Participant deferral / active EE | $4,276 | $6,272-31.8% | $5,540-22.8% | $6,507-34.3% |
| Admin fee / account holder | $9,042 | $16,786-46.1% | $14,329-36.9% | $12,624-28.4% |