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 6-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 | $149,730 | $172,111-13.0% | $150,298-0.4% | $137,256+9.1% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 14.34% | 69.37%-55.0pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,019 | $4,636-56.5% | $4,154-51.4% | $4,156-51.4% |
| Participant deferral / active EE | $8,109 | $6,166+31.5% | $5,453+48.7% | $6,407+26.6% |
| Admin fee / account holder | $23,358 | $16,471+41.8% | $14,116+65.5% | $12,270+90.4% |