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 | $106,546 | $210,408-49.4% | $153,485-30.6% | $145,922-27.0% |
| Participation rate | 68.4% | 82.1%-13.7pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 11.83% | 13.37%-1.5pp | 15.65%-3.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,385 | $6,048-60.6% | $5,039-52.7% | $4,660-48.8% |
| Participant deferral / active EE | $5,038 | $7,975-36.8% | $6,757-25.4% | $6,688-24.7% |
| Admin fee / account holder | $7,019 | $19,419-63.9% | $12,724-44.8% | $13,397-47.6% |