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 | $111,232 | $157,256-29.3% | $141,162-21.2% | $152,861-27.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 30.38% | 64.32%-33.9pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,294 | $5,261-56.4% | $4,735-51.5% | $4,762-51.8% |
| Participant deferral / active EE | $7,954 | $7,109+11.9% | $6,709+18.5% | $5,850+36.0% |
| Admin fee / account holder | $1,139 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |