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 | $178,174-21.0% | $156,181-9.9% | $137,256+2.6% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 18.21% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,821 | $4,972-43.3% | $4,294-34.3% | $4,156-32.1% |
| Participant deferral / active EE | $6,707 | $6,888-2.6% | $6,132+9.4% | $6,407+4.7% |
| Admin fee / account holder | $2,952 | $17,404-83.0% | $14,586-79.8% | $12,270-75.9% |