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 | $201,573 | $228,332-11.7% | $185,823+8.5% | $158,922+26.8% |
| Participation rate | 43.5% | 82.3%-38.8pp | 78.0%-34.6pp | 82.0%-38.5pp |
| Annual return | 15.03% | 40.80%-25.8pp | 35.95%-20.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,026 | $4,967-59.2% | $4,087-50.4% | $4,761-57.5% |
| Participant deferral / active EE | $3,872 | $6,415-39.6% | $5,632-31.2% | $5,982-35.3% |
| Admin fee / account holder | $3,757 | $11,864-68.3% | $9,500-60.5% | $11,246-66.6% |