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 | $110,812 | $111,301-0.4% | $112,977-1.9% | $158,922-30.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.6%-22.6pp | 82.0%-22.0pp |
| Annual return | 27.07% | 26.40%+0.7pp | 24.24%+2.8pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,638 | $4,471-63.4% | $4,255-61.5% | $4,761-65.6% |
| Participant deferral / active EE | $7,312 | $5,880+24.4% | $5,836+25.3% | $5,982+22.2% |
| Admin fee / account holder | $1,436 | $8,392-82.9% | $6,294-77.2% | $11,246-87.2% |