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 | $73,542 | $111,754-34.2% | $103,333-28.8% | $145,922-49.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.19% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,645 | $4,212-61.0% | $3,868-57.5% | $4,660-64.7% |
| Participant deferral / active EE | $2,178 | $5,619-61.2% | $5,057-56.9% | $6,688-67.4% |
| Admin fee / account holder | $1,446 | $9,750-85.2% | $8,355-82.7% | $13,397-89.2% |