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 | $97,773 | $135,952-28.1% | $123,892-21.1% | $273,961-64.3% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 8.89% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,316 | $5,170-74.6% | $4,617-71.5% | $4,869-73.0% |
| Participant deferral / active EE | $3,660 | $6,343-42.3% | $5,984-38.8% | $5,287-30.8% |
| Admin fee / account holder | $1,590 | $9,817-83.8% | $8,357-81.0% | $10,132-84.3% |