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 | $47,541 | $124,319-61.8% | $111,297-57.3% | $167,490-71.6% |
| Participation rate | 55.0% | 79.6%-24.6pp | 77.3%-22.3pp | 82.1%-27.1pp |
| Annual return | 15.26% | 37.44%-22.2pp | 54.65%-39.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,114 | $3,435-9.4% | $2,731+14.0% | $4,837-35.6% |
| Participant deferral / active EE | $3,961 | $5,180-23.5% | $4,487-11.7% | $6,341-37.5% |
| Admin fee / account holder | $9,004 | $10,618-15.2% | $7,964+13.1% | $12,309-26.8% |