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 | $100,959 | $100,852+0.1% | $90,404+11.7% | $158,922-36.5% |
| Participation rate | 65.2% | 75.0%-9.8pp | 72.7%-7.5pp | 82.0%-16.7pp |
| Annual return | 6.16% | 1724.20%-1718.0pp | 1293.02%-1286.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $841 | $3,689-77.2% | $3,262-74.2% | $4,761-82.3% |
| Participant deferral / active EE | $3,180 | $4,348-26.9% | $3,963-19.8% | $5,982-46.8% |
| Admin fee / account holder | $531 | $6,501-91.8% | $5,611-90.5% | $11,246-95.3% |