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 | $102,560 | $98,240+4.4% | $82,313+24.6% | $147,584-30.5% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 17.22% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,205 | $3,192+0.4% | $2,428+32.0% | $4,876-34.3% |
| Participant deferral / active EE | $5,329 | $4,383+21.6% | $3,706+43.8% | $5,439-2.0% |
| Admin fee / account holder | $422 | $8,563-95.1% | $5,608-92.5% | $10,885-96.1% |