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 | $132,718 | $177,572-25.3% | $154,803-14.3% | $142,382-6.8% |
| Participation rate | 65.2% | 82.1%-16.8pp | 78.1%-12.9pp | 80.1%-14.9pp |
| Annual return | 15.74% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,848 | $4,810-40.8% | $4,305-33.9% | $4,299-33.8% |
| Participant deferral / active EE | $6,230 | $6,272-0.7% | $5,540+12.4% | $6,507-4.3% |
| Admin fee / account holder | $4,845 | $16,786-71.1% | $14,329-66.2% | $12,624-61.6% |