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 | $118,805 | $148,534-20.0% | $135,903-12.6% | $139,434-14.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 21.63% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,314 | $5,243-55.9% | $4,856-52.4% | $4,751-51.3% |
| Participant deferral / active EE | $8,634 | $8,100+6.6% | $7,758+11.3% | $6,710+28.7% |
| Admin fee / account holder | $477 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |