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 | $118,483 | $110,261+7.5% | $95,745+23.7% | $139,434-15.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.19% | 27.11%-12.9pp | 28.35%-14.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,477 | $3,257-24.0% | $2,835-12.6% | $4,751-47.9% |
| Participant deferral / active EE | $1,375 | $4,676-70.6% | $4,245-67.6% | $6,710-79.5% |
| Admin fee / account holder | $487 | $6,613-92.6% | $5,678-91.4% | $11,403-95.7% |