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 | $109,955 | $149,734-26.6% | $118,925-7.5% | $158,922-30.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 13.10% | 19.95%-6.8pp | 35.88%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,107 | $4,115-73.1% | $3,263-66.1% | $4,761-76.8% |
| Participant deferral / active EE | $1,559 | $5,223-70.2% | $4,265-63.5% | $5,982-73.9% |
| Admin fee / account holder | $642 | $8,603-92.5% | $6,581-90.2% | $11,246-94.3% |