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 | $112,729-5.7% | $98,716+7.7% | $137,256-22.6% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 23.85% | 38.48%-14.6pp | 31.81%-8.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,556 | $2,725-6.2% | $2,279+12.2% | $4,156-38.5% |
| Participant deferral / active EE | $1,505 | $4,640-67.6% | $4,048-62.8% | $6,407-76.5% |
| Admin fee / account holder | $501 | $10,129-95.1% | $8,703-94.2% | $12,270-95.9% |