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 | $132,539 | $154,228-14.1% | $145,433-8.9% | $137,256-3.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,930 | $4,804-59.8% | $4,554-57.6% | $4,156-53.6% |
| Participant deferral / active EE | $5,739 | $8,216-30.2% | $7,897-27.3% | $6,407-10.4% |
| Admin fee / account holder | $533 | $14,344-96.3% | $13,129-95.9% | $12,270-95.7% |