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 | $105,424 | $209,336-49.6% | $197,124-46.5% | $137,256-23.2% |
| Participation rate | 64.3% | 87.3%-23.0pp | 86.7%-22.4pp | 80.0%-15.7pp |
| Annual return | 14.63% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,572 | $6,591-76.1% | $6,227-74.8% | $4,156-62.2% |
| Participant deferral / active EE | $5,570 | $9,614-42.1% | $9,135-39.0% | $6,407-13.1% |
| Admin fee / account holder | $2,041 | $17,308-88.2% | $16,298-87.5% | $12,270-83.4% |