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 | $96,622 | $118,450-18.4% | $98,439-1.8% | $139,434-30.7% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 19.40% | 18.94%+0.5pp | 21.16%-1.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,378 | $3,609-34.1% | $3,048-22.0% | $4,751-49.9% |
| Participant deferral / active EE | $3,441 | $5,392-36.2% | $4,738-27.4% | $6,710-48.7% |
| Admin fee / account holder | $641 | $14,026-95.4% | $8,948-92.8% | $11,403-94.4% |