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 | $141,767 | $177,572-20.2% | $154,803-8.4% | $142,382-0.4% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.1%-17.2pp | 80.1%-19.3pp |
| Annual return | 18.28% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,892 | $4,810-39.9% | $4,305-32.8% | $4,299-32.7% |
| Participant deferral / active EE | $4,995 | $6,272-20.4% | $5,540-9.8% | $6,507-23.2% |
| Admin fee / account holder | $1,326 | $16,786-92.1% | $14,329-90.7% | $12,624-89.5% |