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 | $81,858 | $817,678-90.0% | $392,568-79.1% | $152,861-46.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.1%-16.9pp | 82.4%-21.3pp |
| Annual return | 21.59% | 22.84%-1.3pp | 24.42%-2.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,356 | $5,502-75.4% | $3,783-64.2% | $4,762-71.5% |
| Participant deferral / active EE | $2,766 | $8,398-67.1% | $5,985-53.8% | $5,850-52.7% |
| Admin fee / account holder | $3,399 | $12,095-71.9% | $6,260-45.7% | $11,596-70.7% |