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 | $55,655 | $179,726-69.0% | $156,263-64.4% | $142,382-60.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 16.52% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,196 | $5,069-56.7% | $4,333-49.3% | $4,299-48.9% |
| Participant deferral / active EE | $3,597 | $6,956-48.3% | $6,158-41.6% | $6,507-44.7% |
| Admin fee / account holder | $1,570 | $17,272-90.9% | $14,255-89.0% | $12,624-87.6% |