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 | $107,597 | $114,381-5.9% | $107,525+0.1% | $142,382-24.4% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.1%-20.1pp | 80.1%-25.1pp |
| Annual return | 13.19% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,773 | $4,015-55.8% | $3,754-52.8% | $4,299-58.8% |
| Participant deferral / active EE | $4,746 | $5,564-14.7% | $5,116-7.2% | $6,507-27.1% |
| Admin fee / account holder | $887 | $9,860-91.0% | $8,919-90.1% | $12,624-93.0% |