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 | $97,029 | $111,754-13.2% | $103,333-6.1% | $145,922-33.5% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.5%-59.5pp | 80.3%-65.3pp |
| Annual return | 13.07% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,280 | $4,212-69.6% | $3,868-66.9% | $4,660-72.5% |
| Participant deferral / active EE | $1,701 | $5,619-69.7% | $5,057-66.4% | $6,688-74.6% |
| Admin fee / account holder | $4,511 | $9,750-53.7% | $8,355-46.0% | $13,397-66.3% |