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 | $108,693 | $117,381-7.4% | $99,443+9.3% | $152,861-28.9% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 20.65% | 31.87%-11.2pp | 30.72%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $695 | $3,013-76.9% | $2,540-72.6% | $4,762-85.4% |
| Participant deferral / active EE | $3,846 | $4,086-5.9% | $3,619+6.3% | $5,850-34.3% |
| Admin fee / account holder | $2,074 | $7,631-72.8% | $6,250-66.8% | $11,596-82.1% |