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 | $108,481 | $124,281-12.7% | $109,143-0.6% | $167,490-35.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.70% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,687 | $4,207-59.9% | $3,722-54.7% | $4,837-65.1% |
| Participant deferral / active EE | $4,599 | $5,255-12.5% | $4,653-1.2% | $6,341-27.5% |
| Admin fee / account holder | $847 | $7,970-89.4% | $6,752-87.5% | $12,309-93.1% |