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 | $80,323 | $165,335-51.4% | $149,696-46.3% | $158,922-49.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.53% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,289 | $5,103-74.7% | $4,644-72.2% | $4,761-72.9% |
| Participant deferral / active EE | $4,341 | $7,181-39.6% | $6,842-36.6% | $5,982-27.4% |
| Admin fee / account holder | $6,693 | $10,807-38.1% | $9,309-28.1% | $11,246-40.5% |