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 | $85,980 | $817,678-89.5% | $392,568-78.1% | $152,861-43.8% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.1%-16.5pp | 82.4%-20.9pp |
| Annual return | 17.85% | 22.84%-5.0pp | 24.42%-6.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,155 | $5,502-79.0% | $3,783-69.5% | $4,762-75.7% |
| Participant deferral / active EE | $4,280 | $8,398-49.0% | $5,985-28.5% | $5,850-26.8% |
| Admin fee / account holder | $2,519 | $12,095-79.2% | $6,260-59.8% | $11,596-78.3% |