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 | $129,947 | $154,228-15.7% | $145,433-10.6% | $137,256-5.3% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 14.34% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,715 | $4,804-43.5% | $4,554-40.4% | $4,156-34.7% |
| Participant deferral / active EE | $7,026 | $8,216-14.5% | $7,897-11.0% | $6,407+9.7% |
| Admin fee / account holder | $8,737 | $14,344-39.1% | $13,129-33.4% | $12,270-28.8% |