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 | $142,532 | $178,174-20.0% | $156,181-8.7% | $137,256+3.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 17.37% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,320 | $4,972-73.5% | $4,294-69.3% | $4,156-68.3% |
| Participant deferral / active EE | $5,463 | $6,888-20.7% | $6,132-10.9% | $6,407-14.7% |
| Admin fee / account holder | $8,979 | $17,404-48.4% | $14,586-38.4% | $12,270-26.8% |