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 | $97,280 | $157,256-38.1% | $141,162-31.1% | $152,861-36.4% |
| Participation rate | 61.9% | 84.8%-22.9pp | 82.5%-20.6pp | 82.4%-20.5pp |
| Annual return | 21.34% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,528 | $5,261-71.0% | $4,735-67.7% | $4,762-67.9% |
| Participant deferral / active EE | $3,440 | $7,109-51.6% | $6,709-48.7% | $5,850-41.2% |
| Admin fee / account holder | $4,276 | $12,120-64.7% | $10,261-58.3% | $11,596-63.1% |