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 | $152,518 | $159,602-4.4% | $150,045+1.6% | $142,382+7.1% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 16.08% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,464 | $4,961-70.5% | $4,693-68.8% | $4,299-66.0% |
| Participant deferral / active EE | $4,549 | $8,310-45.3% | $7,997-43.1% | $6,507-30.1% |
| Admin fee / account holder | $3,702 | $14,846-75.1% | $13,435-72.4% | $12,624-70.7% |