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 | $152,191 | $162,781-6.5% | $133,956+13.6% | $158,922-4.2% |
| Participation rate | 38.5% | 83.2%-44.8pp | 79.8%-41.4pp | 82.0%-43.5pp |
| Annual return | 16.70% | 41.94%-25.2pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,109 | $4,975-17.4% | $3,919+4.9% | $4,761-13.7% |
| Participant deferral / active EE | $2,468 | $5,911-58.3% | $5,048-51.1% | $5,982-58.8% |
| Admin fee / account holder | $1,343 | $11,736-88.6% | $8,927-85.0% | $11,246-88.1% |