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 | $95,464 | $71,829+32.9% | $69,780+36.8% | $142,382-33.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.3%-29.3pp | 80.1%-30.1pp |
| Annual return | 17.01% | 31.01%-14.0pp | 26.31%-9.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,151 | $4,385-73.8% | $4,168-72.4% | $4,299-73.2% |
| Participant deferral / active EE | $1,127 | $6,819-83.5% | $6,164-81.7% | $6,507-82.7% |
| Admin fee / account holder | $600 | $7,818-92.3% | $7,285-91.8% | $12,624-95.2% |