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 | $78,654 | $135,952-42.1% | $123,892-36.5% | $273,961-71.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 11.58% | 56.63%-45.1pp | 47.52%-35.9pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,400 | $5,170-34.2% | $4,617-26.4% | $4,869-30.2% |
| Participant deferral / active EE | $6,010 | $6,343-5.3% | $5,984+0.4% | $5,287+13.7% |
| Admin fee / account holder | $1,683 | $9,817-82.9% | $8,357-79.9% | $10,132-83.4% |