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 | $149,687 | $148,534+0.8% | $135,903+10.1% | $139,434+7.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.92% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $6,453 | $8,100-20.3% | $7,758-16.8% | $6,710-3.8% |
| Admin fee / account holder | $604 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |