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 | $82,610 | $132,634-37.7% | $115,768-28.6% | $137,256-39.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.72% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,235 | $3,360-63.2% | $2,940-58.0% | $4,156-70.3% |
| Participant deferral / active EE | $2,037 | $5,619-63.7% | $4,917-58.6% | $6,407-68.2% |
| Admin fee / account holder | $3,694 | $15,028-75.4% | $12,439-70.3% | $12,270-69.9% |