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 | $113,117 | $124,319-9.0% | $111,297+1.6% | $167,490-32.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 14.74% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,949 | $3,435-43.3% | $2,731-28.6% | $4,837-59.7% |
| Participant deferral / active EE | $3,668 | $5,180-29.2% | $4,487-18.2% | $6,341-42.1% |
| Admin fee / account holder | $489 | $10,618-95.4% | $7,964-93.9% | $12,309-96.0% |