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 | $81,246 | $115,882-29.9% | $100,516-19.2% | $158,922-48.9% |
| Participation rate | 68.4% | 81.6%-13.2pp | 79.4%-11.0pp | 82.0%-13.5pp |
| Annual return | 17.27% | 34.79%-17.5pp | 30.89%-13.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,348 | $4,103-67.1% | $3,418-60.6% | $4,761-71.7% |
| Participant deferral / active EE | $3,174 | $6,674-52.4% | $6,270-49.4% | $5,982-46.9% |
| Admin fee / account holder | $850 | $10,995-92.3% | $8,081-89.5% | $11,246-92.4% |