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 | $86,956 | $112,729-22.9% | $98,716-11.9% | $137,256-36.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 12.39% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $897 | $2,725-67.1% | $2,279-60.6% | $4,156-78.4% |
| Participant deferral / active EE | $3,308 | $4,640-28.7% | $4,048-18.3% | $6,407-48.4% |
| Admin fee / account holder | $7,956 | $10,129-21.5% | $8,703-8.6% | $12,270-35.2% |