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 | $165,634 | $176,812-6.3% | $146,665+12.9% | $167,490-1.1% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 11.17% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,667 | $5,160-67.7% | $4,136-59.7% | $4,837-65.5% |
| Participant deferral / active EE | $5,921 | $6,440-8.0% | $5,506+7.5% | $6,341-6.6% |
| Admin fee / account holder | $11,761 | $13,259-11.3% | $10,280+14.4% | $12,309-4.5% |