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 | $172,692 | $209,336-17.5% | $197,124-12.4% | $137,256+25.8% |
| Participation rate | 68.2% | 87.3%-19.1pp | 86.7%-18.5pp | 80.0%-11.8pp |
| Annual return | 13.66% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,404 | $6,591-63.5% | $6,227-61.4% | $4,156-42.2% |
| Participant deferral / active EE | $5,015 | $9,614-47.8% | $9,135-45.1% | $6,407-21.7% |
| Admin fee / account holder | $4,813 | $17,308-72.2% | $16,298-70.5% | $12,270-60.8% |