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 | $96,637 | $124,281-22.2% | $109,143-11.5% | $167,490-42.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.40% | 26.04%-12.6pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,951 | $4,207-29.9% | $3,722-20.7% | $4,837-39.0% |
| Participant deferral / active EE | $5,608 | $5,255+6.7% | $4,653+20.5% | $6,341-11.6% |
| Admin fee / account holder | $583 | $7,970-92.7% | $6,752-91.4% | $12,309-95.3% |