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 | $103,993 | $124,319-16.3% | $111,297-6.6% | $167,490-37.9% |
| Participation rate | 68.2% | 79.6%-11.4pp | 77.3%-9.1pp | 82.1%-13.9pp |
| Annual return | 10.40% | 37.44%-27.0pp | 54.65%-44.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,016 | $3,435-41.3% | $2,731-26.2% | $4,837-58.3% |
| Participant deferral / active EE | $4,025 | $5,180-22.3% | $4,487-10.3% | $6,341-36.5% |
| Admin fee / account holder | $2,053 | $10,618-80.7% | $7,964-74.2% | $12,309-83.3% |