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 | $163,765 | $157,256+4.1% | $141,162+16.0% | $152,861+7.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 27.31% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,484 | $5,261-71.8% | $4,735-68.7% | $4,762-68.8% |
| Participant deferral / active EE | $11,170 | $7,109+57.1% | $6,709+66.5% | $5,850+90.9% |
| Admin fee / account holder | $1,081 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |