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 | $147,001 | $81,248+80.9% | $155,509-5.5% | $80,856+81.8% |
| Participation rate | 30.4% | 66.2%-35.9pp | 78.2%-47.8pp | 67.6%-37.3pp |
| Annual return | 14.42% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,834 | $3,100-8.6% | $4,672-39.3% | $2,755+2.9% |
| Participant deferral / active EE | $4,723 | $3,452+36.8% | $5,626-16.1% | $4,296+9.9% |
| Admin fee / account holder | $6,411 | $7,997-19.8% | $15,912-59.7% | $6,918-7.3% |