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 | $43,474 | $157,256-72.4% | $141,162-69.2% | $152,861-71.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 29.64% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $2,146 | $5,261-59.2% | $4,735-54.7% | $4,762-54.9% |
| Participant deferral / active EE | $7,147 | $7,109+0.5% | $6,709+6.5% | $5,850+22.2% |
| Admin fee / account holder | $1,340 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |