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 | $92,890 | $201,259-53.8% | $184,200-49.6% | $145,959-36.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.57% | 28.98%-17.4pp | 28.80%-17.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,932 | $7,018-72.5% | $6,424-69.9% | $4,661-58.5% |
| Participant deferral / active EE | $5,357 | $9,806-45.4% | $9,132-41.3% | $6,689-19.9% |
| Admin fee / account holder | $3,030 | $16,372-81.5% | $13,907-78.2% | $13,398-77.4% |