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 | $80,514 | $103,376-22.1% | $87,100-7.6% | $152,861-47.3% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 12.53% | 28.10%-15.6pp | 28.19%-15.7pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,617 | $3,220-49.8% | $2,521-35.9% | $4,762-66.1% |
| Participant deferral / active EE | $5,480 | $4,778+14.7% | $4,049+35.4% | $5,850-6.3% |
| Admin fee / account holder | $432 | $12,205-96.5% | $7,497-94.2% | $11,596-96.3% |