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 | $121,240 | $94,752+28.0% | $112,887+7.4% | $139,434-13.0% |
| Participation rate | 57.1% | 81.3%-24.1pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 21.48% | 40.88%-19.4pp | 34.10%-12.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,616 | $4,625-43.4% | $4,563-42.7% | $4,751-44.9% |
| Participant deferral / active EE | $3,891 | $6,512-40.3% | $6,513-40.3% | $6,710-42.0% |
| Admin fee / account holder | $1,608 | $8,527-81.1% | $7,047-77.2% | $11,403-85.9% |