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 | $187,224 | $176,812+5.9% | $146,665+27.7% | $167,490+11.8% |
| Participation rate | 64.7% | 83.6%-18.9pp | 80.1%-15.4pp | 82.1%-17.4pp |
| Annual return | 13.17% | 24.03%-10.9pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,037 | $5,160-21.8% | $4,136-2.4% | $4,837-16.5% |
| Participant deferral / active EE | $5,388 | $6,440-16.3% | $5,506-2.1% | $6,341-15.0% |
| Admin fee / account holder | $1,321 | $13,259-90.0% | $10,280-87.2% | $12,309-89.3% |