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 | $106,958 | $117,983-9.3% | $101,794+5.1% | $142,382-24.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 13.99% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $838 | $2,773-69.8% | $2,289-63.4% | $4,299-80.5% |
| Participant deferral / active EE | $1,380 | $4,714-70.7% | $4,084-66.2% | $6,507-78.8% |
| Admin fee / account holder | $721 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |