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 | $180,459 | $179,726+0.4% | $156,263+15.5% | $142,382+26.7% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.9%-25.6pp | 80.1%-26.8pp |
| Annual return | 13.33% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,166 | $5,069-77.0% | $4,333-73.1% | $4,299-72.9% |
| Participant deferral / active EE | $5,038 | $6,956-27.6% | $6,158-18.2% | $6,507-22.6% |
| Admin fee / account holder | $3,379 | $17,272-80.4% | $14,255-76.3% | $12,624-73.2% |