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 | $103,151 | $175,202-41.1% | $149,673-31.1% | $139,434-26.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 18.48% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,894 | $5,474-65.4% | $4,818-60.7% | $4,751-60.1% |
| Participant deferral / active EE | $4,369 | $6,519-33.0% | $5,680-23.1% | $6,710-34.9% |
| Admin fee / account holder | $1,877 | $16,150-88.4% | $13,210-85.8% | $11,403-83.5% |