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 | $95,580 | $154,228-38.0% | $145,433-34.3% | $137,256-30.4% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 15.62% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,505 | $4,804-27.0% | $4,554-23.0% | $4,156-15.7% |
| Participant deferral / active EE | $6,191 | $8,216-24.7% | $7,897-21.6% | $6,407-3.4% |
| Admin fee / account holder | $1,227 | $14,344-91.4% | $13,129-90.7% | $12,270-90.0% |