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 | $84,403 | $107,452-21.5% | $91,541-7.8% | $142,382-40.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 14.51% | 22.06%-7.5pp | 20.50%-6.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $824 | $2,994-72.5% | $2,505-67.1% | $4,299-80.8% |
| Participant deferral / active EE | $2,235 | $4,754-53.0% | $4,008-44.2% | $6,507-65.6% |
| Admin fee / account holder | $1,107 | $8,834-87.5% | $6,956-84.1% | $12,624-91.2% |