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 | $162,761 | $179,726-9.4% | $156,263+4.2% | $142,382+14.3% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.9%-32.8pp | 80.1%-34.0pp |
| Annual return | 16.70% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,864 | $5,069-63.2% | $4,333-57.0% | $4,299-56.6% |
| Participant deferral / active EE | $3,575 | $6,956-48.6% | $6,158-42.0% | $6,507-45.1% |
| Admin fee / account holder | $6,607 | $17,272-61.7% | $14,255-53.7% | $12,624-47.7% |