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 | $110,772 | $124,319-10.9% | $111,297-0.5% | $167,490-33.9% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.5pp |
| Annual return | 13.04% | 37.44%-24.4pp | 54.65%-41.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,576 | $3,435-54.1% | $2,731-42.3% | $4,837-67.4% |
| Participant deferral / active EE | $2,408 | $5,180-53.5% | $4,487-46.3% | $6,341-62.0% |
| Admin fee / account holder | $3,232 | $10,618-69.6% | $7,964-59.4% | $12,309-73.7% |