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 | $160,948 | $172,111-6.5% | $150,298+7.1% | $137,256+17.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 12.03% | 69.37%-57.3pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,329 | $4,636-49.8% | $4,154-43.9% | $4,156-44.0% |
| Participant deferral / active EE | $8,615 | $6,166+39.7% | $5,453+58.0% | $6,407+34.5% |
| Admin fee / account holder | $7,595 | $16,471-53.9% | $14,116-46.2% | $12,270-38.1% |