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 | $39,534 | $177,572-77.7% | $154,803-74.5% | $142,382-72.2% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 15.02% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,180 | $4,810-54.7% | $4,305-49.4% | $4,299-49.3% |
| Participant deferral / active EE | $3,568 | $6,272-43.1% | $5,540-35.6% | $6,507-45.2% |
| Admin fee / account holder | $1,655 | $16,786-90.1% | $14,329-88.4% | $12,624-86.9% |