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 | $72,772 | $112,881-35.5% | $90,951-20.0% | $158,922-54.2% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 14.22% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $483 | $2,893-83.3% | $2,122-77.2% | $4,761-89.9% |
| Participant deferral / active EE | $1,006 | $4,128-75.6% | $3,373-70.2% | $5,982-83.2% |
| Admin fee / account holder | $5,747 | $8,041-28.5% | $5,959-3.6% | $11,246-48.9% |