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 | $122,293 | $110,257+10.9% | $96,544+26.7% | $139,434-12.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.78% | 26.32%-7.5pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,964 | $3,620-45.7% | $2,965-33.8% | $4,751-58.7% |
| Participant deferral / active EE | $10,451 | $5,548+88.4% | $4,851+115.4% | $6,710+55.7% |
| Admin fee / account holder | $604 | $11,591-94.8% | $8,252-92.7% | $11,403-94.7% |