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 | $74,237 | $102,616-27.7% | $81,983-9.4% | $158,922-53.3% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.2%-5.0pp | 82.0%-17.7pp |
| Annual return | 19.95% | 61.04%-41.1pp | 41.31%-21.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,250 | $3,240-61.4% | $2,498-49.9% | $4,761-73.7% |
| Participant deferral / active EE | $4,433 | $4,648-4.6% | $3,722+19.1% | $5,982-25.9% |
| Admin fee / account holder | $827 | $8,235-90.0% | $5,664-85.4% | $11,246-92.6% |