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 | $121,124 | $152,587-20.6% | $125,175-3.2% | $152,861-20.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 22.00% | 54.84%-32.8pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,180 | $4,946-55.9% | $3,865-43.6% | $4,762-54.2% |
| Participant deferral / active EE | $7,105 | $5,868+21.1% | $4,937+43.9% | $5,850+21.4% |
| Admin fee / account holder | $6,725 | $13,434-49.9% | $9,702-30.7% | $11,596-42.0% |