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 | $73,291 | $179,726-59.2% | $156,263-53.1% | $142,382-48.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 11.03% | 77.86%-66.8pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,270 | $5,069-74.9% | $4,333-70.7% | $4,299-70.5% |
| Participant deferral / active EE | $3,585 | $6,956-48.5% | $6,158-41.8% | $6,507-44.9% |
| Admin fee / account holder | $10,877 | $17,272-37.0% | $14,255-23.7% | $12,624-13.8% |