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 | $117,436 | $135,952-13.6% | $123,892-5.2% | $273,961-57.1% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 11.11% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,256 | $5,170-75.7% | $4,617-72.8% | $4,869-74.2% |
| Participant deferral / active EE | $6,829 | $6,343+7.7% | $5,984+14.1% | $5,287+29.2% |
| Admin fee / account holder | $5,303 | $9,817-46.0% | $8,357-36.5% | $10,132-47.7% |