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 | $144,926 | $179,726-19.4% | $156,263-7.3% | $142,382+1.8% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.9%-14.6pp | 80.1%-15.8pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,199 | $5,069-56.6% | $4,333-49.2% | $4,299-48.8% |
| Participant deferral / active EE | $4,421 | $6,956-36.4% | $6,158-28.2% | $6,507-32.1% |
| Admin fee / account holder | $955 | $17,272-94.5% | $14,255-93.3% | $12,624-92.4% |