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 | $81,620 | $115,882-29.6% | $100,516-18.8% | $158,922-48.6% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 15.47% | 34.79%-19.3pp | 30.89%-15.4pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,330 | $4,103-67.6% | $3,418-61.1% | $4,761-72.1% |
| Participant deferral / active EE | $5,097 | $6,674-23.6% | $6,270-18.7% | $5,982-14.8% |
| Admin fee / account holder | $3,446 | $10,995-68.7% | $8,081-57.4% | $11,246-69.4% |