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 | $83,332 | $99,877-16.6% | $84,966-1.9% | $145,922-42.9% |
| Participation rate | 69.6% | 74.1%-4.5pp | 67.5%+2.1pp | 80.3%-10.7pp |
| Annual return | 20.43% | 83.76%-63.3pp | 66.38%-46.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,146 | $3,231-64.5% | $2,727-58.0% | $4,660-75.4% |
| Participant deferral / active EE | $3,265 | $5,291-38.3% | $4,519-27.7% | $6,688-51.2% |
| Admin fee / account holder | $3,128 | $7,248-56.8% | $6,149-49.1% | $13,397-76.7% |