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 | $181,181 | $214,378-15.5% | $200,582-9.7% | $142,382+27.2% |
| Participation rate | 27.3% | 87.4%-60.2pp | 86.9%-59.6pp | 80.1%-52.8pp |
| Annual return | 19.70% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,500 | $6,841-78.1% | $6,419-76.6% | $4,299-65.1% |
| Participant deferral / active EE | $3,713 | $9,865-62.4% | $9,331-60.2% | $6,507-42.9% |
| Admin fee / account holder | $7,958 | $17,692-55.0% | $16,305-51.2% | $12,624-37.0% |