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 | $70,941 | $94,338-24.8% | $100,534-29.4% | $142,382-50.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 80.6%-18.1pp | 80.1%-17.6pp |
| Annual return | 19.11% | 29.20%-10.1pp | 32.66%-13.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,164 | $4,237-25.3% | $4,346-27.2% | $4,299-26.4% |
| Participant deferral / active EE | $4,458 | $5,934-24.9% | $6,144-27.4% | $6,507-31.5% |
| Admin fee / account holder | $4,197 | $8,421-50.2% | $7,654-45.2% | $12,624-66.8% |