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 | $103,588 | $97,744+6.0% | $103,476+0.1% | $145,922-29.0% |
| Participation rate | 53.3% | 81.1%-27.8pp | 80.5%-27.2pp | 80.3%-26.9pp |
| Annual return | 16.50% | 25.41%-8.9pp | 23.90%-7.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,262 | $4,677-73.0% | $4,672-73.0% | $4,660-72.9% |
| Participant deferral / active EE | $6,230 | $6,603-5.7% | $6,623-5.9% | $6,688-6.8% |
| Admin fee / account holder | $4,969 | $12,515-60.3% | $9,413-47.2% | $13,397-62.9% |