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 | $93,261 | $104,974-11.2% | $95,585-2.4% | $142,382-34.5% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.1%-7.4pp | 80.1%-15.4pp |
| Annual return | 13.98% | 210.33%-196.3pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $524 | $2,779-81.1% | $2,527-79.2% | $4,299-87.8% |
| Participant deferral / active EE | $2,126 | $4,352-51.2% | $4,023-47.2% | $6,507-67.3% |
| Admin fee / account holder | $2,480 | $6,386-61.2% | $6,127-59.5% | $12,624-80.4% |