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 | $81,062 | $86,286-6.1% | $111,297-27.2% | $85,850-5.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 26.31% | 19.99%+6.3pp | 54.65%-28.3pp | 318.53%-292.2pp |
| Employer contribution / active EE | $1,452 | $2,043-29.0% | $2,731-46.8% | $2,565-43.4% |
| Participant deferral / active EE | $2,844 | $3,641-21.9% | $4,487-36.6% | $3,952-28.0% |
| Admin fee / account holder | $1,115 | $8,188-86.4% | $7,964-86.0% | $6,260-82.2% |