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 | $116,036 | $162,781-28.7% | $133,956-13.4% | $158,922-27.0% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.8pp |
| Annual return | 12.45% | 41.94%-29.5pp | 45.09%-32.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,019 | $4,975-79.5% | $3,919-74.0% | $4,761-78.6% |
| Participant deferral / active EE | $6,546 | $5,911+10.7% | $5,048+29.7% | $5,982+9.4% |
| Admin fee / account holder | $6,812 | $11,736-42.0% | $8,927-23.7% | $11,246-39.4% |