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 | $108,997 | $178,174-38.8% | $156,181-30.2% | $137,256-20.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 15.62% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,634 | $4,972-67.1% | $4,294-62.0% | $4,156-60.7% |
| Participant deferral / active EE | $6,888 | $6,8880% | $6,132+12.3% | $6,407+7.5% |
| Admin fee / account holder | $20,570 | $17,404+18.2% | $14,586+41.0% | $12,270+67.6% |