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 | $146,338 | $177,572-17.6% | $154,803-5.5% | $142,382+2.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,061 | $4,810-36.4% | $4,305-28.9% | $4,299-28.8% |
| Participant deferral / active EE | $5,753 | $6,272-8.3% | $5,540+3.8% | $6,507-11.6% |
| Admin fee / account holder | $2,067 | $16,786-87.7% | $14,329-85.6% | $12,624-83.6% |