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 | $151,280 | $152,587-0.9% | $125,175+20.9% | $152,861-1.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 29.98% | 54.84%-24.9pp | 43.79%-13.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,650 | $4,946-46.4% | $3,865-31.4% | $4,762-44.4% |
| Participant deferral / active EE | $4,340 | $5,868-26.0% | $4,937-12.1% | $5,850-25.8% |
| Admin fee / account holder | $624 | $13,434-95.4% | $9,702-93.6% | $11,596-94.6% |