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 5-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 | $110,960 | $127,065-12.7% | $113,168-2.0% | $142,382-22.1% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 12.69% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,113 | $3,442-67.7% | $2,975-62.6% | $4,299-74.1% |
| Participant deferral / active EE | $2,651 | $5,716-53.6% | $5,107-48.1% | $6,507-59.3% |
| Admin fee / account holder | $618 | $15,736-96.1% | $12,068-94.9% | $12,624-95.1% |