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 | $145,801 | $179,726-18.9% | $156,263-6.7% | $142,382+2.4% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.9%-25.6pp | 80.1%-26.8pp |
| Annual return | 19.94% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,959 | $5,069-41.6% | $4,333-31.7% | $4,299-31.2% |
| Participant deferral / active EE | $5,445 | $6,956-21.7% | $6,158-11.6% | $6,507-16.3% |
| Admin fee / account holder | $533 | $17,272-96.9% | $14,255-96.3% | $12,624-95.8% |