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 | $60,778 | $135,952-55.3% | $123,892-50.9% | $273,961-77.8% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,436 | $5,170-14.2% | $4,617-3.9% | $4,869-8.9% |
| Participant deferral / active EE | $8,444 | $6,343+33.1% | $5,984+41.1% | $5,287+59.7% |
| Admin fee / account holder | $553 | $9,817-94.4% | $8,357-93.4% | $10,132-94.5% |