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 | $107,800 | $172,111-37.4% | $150,298-28.3% | $137,256-21.5% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 15.77% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,252 | $4,636-29.9% | $4,154-21.7% | $4,156-21.7% |
| Participant deferral / active EE | $8,230 | $6,166+33.5% | $5,453+50.9% | $6,407+28.5% |
| Admin fee / account holder | $8,580 | $16,471-47.9% | $14,116-39.2% | $12,270-30.1% |