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 | $105,180 | $64,839+62.2% | $95,585+10.0% | $84,808+24.0% |
| Participation rate | 68.3% | 63.8%+4.5pp | 72.1%-3.8pp | 68.3%0pp |
| Annual return | 19.29% | -670.96%+690.2pp | 38.56%-19.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,703 | $1,759+110.6% | $2,527+46.6% | $2,631+40.8% |
| Participant deferral / active EE | $2,310 | $2,965-22.1% | $4,023-42.6% | $4,212-45.1% |
| Admin fee / account holder | $3,767 | $5,964-36.8% | $6,127-38.5% | $7,344-48.7% |