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 | $144,270 | $183,519-21.4% | $155,509-7.2% | $145,922-1.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 24.03% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,025 | $5,313-61.9% | $4,672-56.7% | $4,660-56.6% |
| Participant deferral / active EE | $6,158 | $6,462-4.7% | $5,626+9.4% | $6,688-7.9% |
| Admin fee / account holder | $1,985 | $19,313-89.7% | $15,912-87.5% | $13,397-85.2% |