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 | $70,946 | $157,256-54.9% | $141,162-49.7% | $152,861-53.6% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 17.90% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $947 | $5,261-82.0% | $4,735-80.0% | $4,762-80.1% |
| Participant deferral / active EE | $5,360 | $7,109-24.6% | $6,709-20.1% | $5,850-8.4% |
| Admin fee / account holder | $11,185 | $12,120-7.7% | $10,261+9.0% | $11,596-3.5% |