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 | $70,788 | $154,228-54.1% | $145,433-51.3% | $137,256-48.4% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 28.06% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,705 | $4,804-64.5% | $4,554-62.6% | $4,156-59.0% |
| Participant deferral / active EE | $4,468 | $8,216-45.6% | $7,897-43.4% | $6,407-30.3% |
| Admin fee / account holder | $12,666 | $14,344-11.7% | $13,129-3.5% | $12,270+3.2% |