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 | $105,214 | $172,111-38.9% | $150,298-30.0% | $137,256-23.3% |
| Participation rate | 35.7% | 81.7%-46.0pp | 77.8%-42.0pp | 80.0%-44.2pp |
| Annual return | 12.70% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,273 | $4,636-72.5% | $4,154-69.3% | $4,156-69.4% |
| Participant deferral / active EE | $2,822 | $6,166-54.2% | $5,453-48.3% | $6,407-56.0% |
| Admin fee / account holder | $427 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |