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 | $87,275 | $101,618-14.1% | $93,063-6.2% | $137,256-36.4% |
| Participation rate | 57.9% | 74.9%-17.0pp | 72.1%-14.2pp | 80.0%-22.1pp |
| Annual return | 14.48% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $913 | $2,707-66.3% | $2,476-63.1% | $4,156-78.0% |
| Participant deferral / active EE | $4,184 | $4,279-2.2% | $3,958+5.7% | $6,407-34.7% |
| Admin fee / account holder | $590 | $6,198-90.5% | $6,033-90.2% | $12,270-95.2% |