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 | $138,815 | $175,202-20.8% | $149,673-7.3% | $139,434-0.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 16.01% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,664 | $5,474-69.6% | $4,818-65.5% | $4,751-65.0% |
| Participant deferral / active EE | $5,091 | $6,519-21.9% | $5,680-10.4% | $6,710-24.1% |
| Admin fee / account holder | $408 | $16,150-97.5% | $13,210-96.9% | $11,403-96.4% |