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 | $98,732 | $112,729-12.4% | $98,7160% | $137,256-28.1% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.3%-10.5pp | 80.0%-21.1pp |
| Annual return | 21.36% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,928 | $2,725-29.3% | $2,279-15.4% | $4,156-53.6% |
| Participant deferral / active EE | $5,189 | $4,640+11.8% | $4,048+28.2% | $6,407-19.0% |
| Admin fee / account holder | $1,044 | $10,129-89.7% | $8,703-88.0% | $12,270-91.5% |