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 | $73,004 | $157,256-53.6% | $141,162-48.3% | $152,861-52.2% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.4%-17.4pp |
| Annual return | 15.79% | 64.32%-48.5pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,873 | $5,261-64.4% | $4,735-60.4% | $4,762-60.7% |
| Participant deferral / active EE | $2,574 | $7,109-63.8% | $6,709-61.6% | $5,850-56.0% |
| Admin fee / account holder | $3,715 | $12,120-69.3% | $10,261-63.8% | $11,596-68.0% |