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 | $79,128 | $177,572-55.4% | $154,803-48.9% | $142,382-44.4% |
| Participation rate | 65.2% | 82.1%-16.8pp | 78.1%-12.9pp | 80.1%-14.9pp |
| Annual return | 13.38% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,971 | $4,810-59.0% | $4,305-54.2% | $4,299-54.1% |
| Participant deferral / active EE | $3,970 | $6,272-36.7% | $5,540-28.3% | $6,507-39.0% |
| Admin fee / account holder | $11,138 | $16,786-33.6% | $14,329-22.3% | $12,624-11.8% |