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 | $116,250 | $152,587-23.8% | $125,175-7.1% | $152,861-24.0% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 21.14% | 54.84%-33.7pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,317 | $4,946-73.4% | $3,865-65.9% | $4,762-72.3% |
| Participant deferral / active EE | $2,776 | $5,868-52.7% | $4,937-43.8% | $5,850-52.6% |
| Admin fee / account holder | $824 | $13,434-93.9% | $9,702-91.5% | $11,596-92.9% |