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 | $125,392 | $177,572-29.4% | $154,803-19.0% | $142,382-11.9% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.1%-36.0pp | 80.1%-38.0pp |
| Annual return | 16.42% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,571 | $4,810-67.3% | $4,305-63.5% | $4,299-63.5% |
| Participant deferral / active EE | $6,481 | $6,272+3.3% | $5,540+17.0% | $6,507-0.4% |
| Admin fee / account holder | $1,603 | $16,786-90.5% | $14,329-88.8% | $12,624-87.3% |