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 | $164,037 | $228,332-28.2% | $185,823-11.7% | $158,922+3.2% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 15.17% | 40.80%-25.6pp | 35.95%-20.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,047 | $4,967-78.9% | $4,087-74.4% | $4,761-78.0% |
| Participant deferral / active EE | $1,626 | $6,415-74.7% | $5,632-71.1% | $5,982-72.8% |
| Admin fee / account holder | $4,402 | $11,864-62.9% | $9,500-53.7% | $11,246-60.9% |