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 | $154,022 | $177,572-13.3% | $154,803-0.5% | $142,382+8.2% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,122 | $4,810-35.1% | $4,305-27.5% | $4,299-27.4% |
| Participant deferral / active EE | $5,494 | $6,272-12.4% | $5,540-0.8% | $6,507-15.6% |
| Admin fee / account holder | $10,408 | $16,786-38.0% | $14,329-27.4% | $12,624-17.6% |