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 | $106,275 | $117,983-9.9% | $101,794+4.4% | $142,382-25.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 23.85% | 36.92%-13.1pp | 30.53%-6.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,556 | $2,773-7.8% | $2,289+11.7% | $4,299-40.5% |
| Participant deferral / active EE | $1,505 | $4,714-68.1% | $4,084-63.1% | $6,507-76.9% |
| Admin fee / account holder | $501 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |