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 | $107,311 | $116,175-7.6% | $93,606+14.6% | $152,861-29.8% |
| Participation rate | 55.0% | 78.0%-23.0pp | 75.8%-20.8pp | 82.4%-27.4pp |
| Annual return | 19.55% | 35.96%-16.4pp | 32.76%-13.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $615 | $3,218-80.9% | $2,718-77.4% | $4,762-87.1% |
| Participant deferral / active EE | $4,665 | $4,603+1.3% | $4,069+14.7% | $5,850-20.3% |
| Admin fee / account holder | $12,232 | $10,748+13.8% | $7,888+55.1% | $11,596+5.5% |