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 | $210,829 | $211,958-0.5% | $169,463+24.4% | $135,375+55.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 9.39% | 3.26%+6.1pp | 1.83%+7.6pp | 519.73%-510.3pp |
| Employer contribution / active EE | $3,572 | $5,120-30.2% | $4,159-14.1% | $4,779-25.2% |
| Participant deferral / active EE | $5,413 | $6,075-10.9% | $5,277+2.6% | $5,609-3.5% |
| Admin fee / account holder | $1,831 | $11,471-84.0% | $9,109-79.9% | $10,827-83.1% |