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 | $140,763 | $179,726-21.7% | $156,263-9.9% | $142,382-1.1% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 18.21% | 77.86%-59.6pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,821 | $5,069-44.3% | $4,333-34.9% | $4,299-34.4% |
| Participant deferral / active EE | $6,707 | $6,956-3.6% | $6,158+8.9% | $6,507+3.1% |
| Admin fee / account holder | $2,952 | $17,272-82.9% | $14,255-79.3% | $12,624-76.6% |