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 | $139,104 | $171,164-18.7% | $127,761+8.9% | $152,861-9.0% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.0%-15.4pp | 82.4%-18.8pp |
| Annual return | 16.12% | 23.54%-7.4pp | 26.14%-10.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,301 | $5,447-76.1% | $4,574-71.6% | $4,762-72.7% |
| Participant deferral / active EE | $2,428 | $7,038-65.5% | $6,021-59.7% | $5,850-58.5% |
| Admin fee / account holder | $2,202 | $14,530-84.8% | $9,395-76.6% | $11,596-81.0% |