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 | $123,221 | $154,228-20.1% | $145,433-15.3% | $137,256-10.2% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 80.0%-37.9pp |
| Annual return | 16.61% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,308 | $4,804-72.8% | $4,554-71.3% | $4,156-68.5% |
| Participant deferral / active EE | $2,493 | $8,216-69.7% | $7,897-68.4% | $6,407-61.1% |
| Admin fee / account holder | $1,476 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |