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 | $83,352 | $83,3370% | $67,834+22.9% | $273,961-69.6% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 4.31% | 259.45%-255.1pp | 138.47%-134.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,077 | $3,287-67.2% | $2,403-55.2% | $4,869-77.9% |
| Participant deferral / active EE | $2,036 | $4,088-50.2% | $3,160-35.6% | $5,287-61.5% |
| Admin fee / account holder | $816 | $6,752-87.9% | $4,622-82.3% | $10,132-91.9% |