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 | $157,955 | $215,361-26.7% | $171,082-7.7% | $273,961-42.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 9.94% | 25.14%-15.2pp | 32.56%-22.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,111 | $4,967-77.6% | $4,002-72.2% | $4,869-77.2% |
| Participant deferral / active EE | $3,267 | $5,543-41.1% | $4,797-31.9% | $5,287-38.2% |
| Admin fee / account holder | $530 | $10,846-95.1% | $8,520-93.8% | $10,132-94.8% |