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 | $104,500 | $176,812-40.9% | $146,665-28.7% | $167,490-37.6% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 9.24% | 24.03%-14.8pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,379 | $5,160-34.5% | $4,136-18.3% | $4,837-30.1% |
| Participant deferral / active EE | $4,739 | $6,440-26.4% | $5,506-13.9% | $6,341-25.3% |
| Admin fee / account holder | $4,662 | $13,259-64.8% | $10,280-54.7% | $12,309-62.1% |