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 | $104,596 | $124,319-15.9% | $111,297-6.0% | $167,490-37.6% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 12.29% | 37.44%-25.1pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,671 | $3,435-51.3% | $2,731-38.8% | $4,837-65.4% |
| Participant deferral / active EE | $5,366 | $5,180+3.6% | $4,487+19.6% | $6,341-15.4% |
| Admin fee / account holder | $5,147 | $10,618-51.5% | $7,964-35.4% | $12,309-58.2% |