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 | $87,296 | $171,164-49.0% | $127,761-31.7% | $152,861-42.9% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.0%-9.8pp | 82.4%-13.2pp |
| Annual return | 21.06% | 23.54%-2.5pp | 26.14%-5.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,150 | $5,447-42.2% | $4,574-31.1% | $4,762-33.9% |
| Participant deferral / active EE | $6,589 | $7,038-6.4% | $6,021+9.4% | $5,850+12.6% |
| Admin fee / account holder | $5,094 | $14,530-64.9% | $9,395-45.8% | $11,596-56.1% |