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 | $168,298 | $176,812-4.8% | $146,665+14.8% | $167,490+0.5% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-18.9pp |
| Annual return | 25.00% | 24.03%+1.0pp | 22.74%+2.3pp | 478.56%-453.6pp |
| Employer contribution / active EE | $1,944 | $5,160-62.3% | $4,136-53.0% | $4,837-59.8% |
| Participant deferral / active EE | $4,070 | $6,440-36.8% | $5,506-26.1% | $6,341-35.8% |
| Admin fee / account holder | $20,237 | $13,259+52.6% | $10,280+96.9% | $12,309+64.4% |