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 | $91,451 | $157,256-41.8% | $141,162-35.2% | $152,861-40.2% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.4%-28.3pp |
| Annual return | 24.31% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,760 | $5,261-47.5% | $4,735-41.7% | $4,762-42.0% |
| Participant deferral / active EE | $4,575 | $7,109-35.7% | $6,709-31.8% | $5,850-21.8% |
| Admin fee / account holder | $2,570 | $12,120-78.8% | $10,261-75.0% | $11,596-77.8% |