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 | $94,019 | $159,602-41.1% | $150,045-37.3% | $142,382-34.0% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 18.87% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,745 | $4,961-24.5% | $4,693-20.2% | $4,299-12.9% |
| Participant deferral / active EE | $5,906 | $8,310-28.9% | $7,997-26.1% | $6,507-9.2% |
| Admin fee / account holder | $390 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |