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 | $178,174-68.8% | $156,181-64.4% | $137,256-59.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 16.52% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,196 | $4,972-55.8% | $4,294-48.9% | $4,156-47.2% |
| Participant deferral / active EE | $3,597 | $6,888-47.8% | $6,132-41.3% | $6,407-43.9% |
| Admin fee / account holder | $1,570 | $17,404-91.0% | $14,586-89.2% | $12,270-87.2% |