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 | $142,407 | $161,352-11.7% | $134,172+6.1% | $137,256+3.8% |
| Participation rate | 53.8% | 78.3%-24.4pp | 72.5%-18.6pp | 80.0%-26.1pp |
| Annual return | 12.56% | 28.72%-16.2pp | 25.30%-12.7pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,352 | $4,099-18.2% | $3,420-2.0% | $4,156-19.3% |
| Participant deferral / active EE | $3,025 | $5,552-45.5% | $4,690-35.5% | $6,407-52.8% |
| Admin fee / account holder | $11,104 | $15,028-26.1% | $12,016-7.6% | $12,270-9.5% |