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 | $107,541 | $117,983-8.9% | $101,794+5.6% | $142,382-24.5% |
| Participation rate | 29.4% | 74.2%-44.8pp | 69.2%-39.8pp | 80.1%-50.7pp |
| Annual return | 16.47% | 36.92%-20.4pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $949 | $2,773-65.8% | $2,289-58.6% | $4,299-77.9% |
| Participant deferral / active EE | $3,489 | $4,714-26.0% | $4,084-14.6% | $6,507-46.4% |
| Admin fee / account holder | $5,938 | $10,433-43.1% | $8,777-32.3% | $12,624-53.0% |