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 | $86,381 | $118,450-27.1% | $98,439-12.2% | $139,434-38.0% |
| Participation rate | 52.4% | 77.4%-25.1pp | 75.2%-22.8pp | 80.3%-27.9pp |
| Annual return | 16.16% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,147 | $3,609-68.2% | $3,048-62.4% | $4,751-75.9% |
| Participant deferral / active EE | $2,721 | $5,392-49.5% | $4,738-42.6% | $6,710-59.4% |
| Admin fee / account holder | $932 | $14,026-93.4% | $8,948-89.6% | $11,403-91.8% |