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 | $105,509 | $149,734-29.5% | $118,925-11.3% | $158,922-33.6% |
| Participation rate | 61.5% | 82.1%-20.5pp | 75.4%-13.8pp | 82.0%-20.4pp |
| Annual return | 15.46% | 19.95%-4.5pp | 35.88%-20.4pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,489 | $4,115-39.5% | $3,263-23.7% | $4,761-47.7% |
| Participant deferral / active EE | $4,321 | $5,223-17.3% | $4,265+1.3% | $5,982-27.8% |
| Admin fee / account holder | $2,874 | $8,603-66.6% | $6,581-56.3% | $11,246-74.4% |