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 | $94,691 | $162,781-41.8% | $133,956-29.3% | $158,922-40.4% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 17.39% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,010 | $4,975-59.6% | $3,919-48.7% | $4,761-57.8% |
| Participant deferral / active EE | $4,498 | $5,911-23.9% | $5,048-10.9% | $5,982-24.8% |
| Admin fee / account holder | $11,751 | $11,736+0.1% | $8,927+31.6% | $11,246+4.5% |