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 | $103,638 | $115,882-10.6% | $100,516+3.1% | $158,922-34.8% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 18.14% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $791 | $4,103-80.7% | $3,418-76.8% | $4,761-83.4% |
| Participant deferral / active EE | $3,604 | $6,674-46.0% | $6,270-42.5% | $5,982-39.7% |
| Admin fee / account holder | $499 | $10,995-95.5% | $8,081-93.8% | $11,246-95.6% |